Civic Intelligence

The David B Gold Foundation

990PF • Fiscal year 2015 • EIN 94-3169439

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 07, 2016

Organization Profile
44 Montgomery StreetSan Francisco, CA 94104

(415) 288-9530

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

9th percentile

0.00x

Higher debt load relative to revenue than 9% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Source year 2015

Net Margin

82nd percentile

29%

Higher net margin than 82% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

29th percentile

$173,197

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2015 filings • $50M-$100M nonprofits • Source year 2015

Asset Growth

57th percentile

3.0%

Faster asset growth than 57% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

88th percentile

33%

Faster revenue growth than 88% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$80,136,040

Up $2,321,382 (+3.0%) from 2014

Net Assets

Up

$80,136,040

Up $2,321,382 (+3.0%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin82nd percentile

Revenue

Up

$9,312,090

Up $2,331,545 (+33%) from 2014

Expenses

Up

$6,601,622

Up $308,712 (+4.9%) from 2014

Net Income

Up

$2,710,468

Up $2,022,833 (+294%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$100M$50M$0Assets 2011: $77,663,093Liabilities 2011: $02011Assets 2012: $77,934,695Liabilities 2012: $02012Assets 2013: $77,223,539Liabilities 2013: $02013Assets 2014: $77,814,658Liabilities 2014: $1Net Assets 2014: $77,814,6582014Assets 2015: $80,136,040Liabilities 2015: $1Net Assets 2015: $80,136,0402015Assets 2016: $5,984,990Liabilities 2016: $0Net Assets 2016: $5,984,9902016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2015

Assets$80,136,040
Liabilities$1
Net Assets$80,136,040
Open 2015 Filing

Operations Trend

Revenue Growth88th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $5,004,993Expenses 2011: $5,784,013Net Income 2011: -$779,0202011Revenue 2012: $4,510,481Expenses 2012: $5,037,232Net Income 2012: -$526,7512012Revenue 2013: $4,833,363Expenses 2013: $6,034,604Net Income 2013: -$1,201,2412013Revenue 2014: $6,980,545Expenses 2014: $6,292,910Net Income 2014: $687,6352014Revenue 2015: $9,312,090Expenses 2015: $6,601,622Net Income 2015: $2,710,4682015Revenue 2016: $1,376,737Expenses 2016: $5,221,852Net Income 2016: -$3,845,1152016Revenue 2017: $138,629Expenses 2017: $96,244Net Income 2017: $42,3852017

Highlighted filing

2015

Revenue$9,312,090
Expenses$6,601,622
Net Income$2,710,468
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 7, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elaine E GoldDirector & EdPT$130,000$43,197$173,197
Steven A GoldTreasurer & CFOPT$90,000$61,303$151,303
Barbara Gold LuriePresidentPT$15,000-$15,000
Diane Gold BubierSecretaryPT$15,000-$15,000
Emily GoldDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The David B Gold Foundation
EIN
94-3169439
Phone
4152889530
Address
44 Montgomery Street, San Francisco, CA 94104

Signing Officer

Name
Steven A Gold
Title
Treasurer & CFO
Signed
2016-11-07
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Michael Fontanello
Phone
4159830200
Raw XML AppendixShowing 400 of 586 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt10
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt20
AccountingFeesSchedule/AccountingFeesDetail/Amt019775
AccountingFeesSchedule/AccountingFeesDetail/Amt184
AccountingFeesSchedule/AccountingFeesDetail/Amt26825
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Auditing Svcs
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1Other Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt2Tax Preparation
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt019775
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt184
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt26825
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt10
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt20
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0No
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1No
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt2No
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt3No
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt010981
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt115024
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt211850
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt020000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt120000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt220000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt320000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02015-10-03
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12015-06-20
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt22015-02-20
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt32015-04-29
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PersonNm0Bluebird Legacy Inc
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PersonNm1Gold Bay Foundation
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PersonNm2Sustainable Futures Fund
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PersonNm3Sustainable Grant Making Prtnr Fd
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0Organization Set Up Costs
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1Organization Set Up Costs
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2Organization Set Up Costs
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3Organization Set Up Costs
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt03972 Barranca Parkway J-609
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt11917 Logan Avenue South
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt23 Embarcadero Ctr 101A Clay St270
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt3One Blackfield Drive 191
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0Irvine
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm1Minneapolis
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm2San Francisco
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm3Tiburon
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd1MN
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd2CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd3CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd092606
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd155403
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd294111
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd394920
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Statement 18Form 990-PF, Part XV, Line 2aInformation Regarding Contribution, Grant, Gift Loan, Scholarship, etc ProgramsEligibilityGeographic Scope: The Foundation funds organizations that have an impact in the San Francisco Bay Area with an emphasis on Alameda and San Francisco counties and in the Twin Cities of Minneapolis/St. Paul in Minnesota. On occasion, the Foundation funds national projects that are particularly relevant to the Foundations mission.Limitations: The Foundation only accepts proposals that fall into our stated program areas and geographic regions. The Foundation does not award grants to individuals (including projects for research, attending conferences, scholarships, musical works, or film). An applying organization must have 501(c)(3) status under the Internal Revenue Code. That is, it must be incorporated as a nonprofit corporation that is not a private foundation pursuant to the 1969 Tax Reform Act. Except for those organizations that fall within the Foundations Jewish Culture program area, the Foundation does not award grants to sectarian organizations. Applicants must have evidence of current tax-exempt status from the Internal Revenue Service under Section 501(c)(3) or have a fiscal sponsor with such status. Each organization may submit for consideration only one application per its fiscal year.Grant Range and Duration: Grant size varies according to the type of project and the needs of the organization. If the Foundation selects an applicant for funding, it typically awards a single annual contribution for first-time applicants. If an applicant is a previous grant recipient, the Foundation may consider a request for multi-year funding in the future. No application from an organization previously funded will be reviewed until the Foundation receives a full report on the previous grant. Program AreasChildren, Youth, and Families: The Foundation supports programs that promote the well-being of young people (birth to age 21) and provide them with opportunities to be responsible and caring people. The Foundation focuses on the following goals in its Children, Youth, and Families program areas:Focus: Support Early Childhood Development ProgramsWe support programs that advocate for and/or demonstrate best practices in the field of early childhood development.Focus: Promote Enrichment Programs for School Age YouthWe support enrichment programs that promote the well-being of youth, including healthy living, academic enrichment, literacy, life skills, environmental education, sports, and recreational opportunities.Focus: Reduce Domestic ViolenceWe support direct service and advocacy programs that work to prevent domestic violence and teen dating violence. We fund intervention programs including domestic violence shelters and services for child witnesses of domestic violence.Focus: Improve the Welfare of ChildrenWe support programs that focus on the welfare of foster youth, homeless youth, and runaway youth by providing advocacy, family support, housing, mental health services, job skills development, mentoring programs, or access to high quality education.Focus: Help Prevent Teen ParenthoodWe support direct service and advocacy programs that encourage delaying parenthood until adulthood by providing comprehensive reproductive health education and services to young people.Environment: The Foundation is committed to protecting natural resources, improving the quality of the environment, and promoting environmental stewardship. The Foundation supports programs that work to reduce toxic emissions and waste, preserve open space, and educate the community about conservation and other environmental issues.Focus: Reduce Toxic EmissionsWe support organizations with a demonstrated record of effectiveness in working to strengthen environmental laws that reduce toxic emissions into the air, on the ground, and in water.Focus: Preserve Open SpaceWe support programs that acquire undeveloped land for future use as public sp
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1Statement 19Form 990-PF, Part VIII, Line 1Compensation of Officers, Directors, Trustees and Key EmployeesElaine E. Gold is compensated for her duties as the Executive Director of the Foundation, not as Director of the Board.Steven A. Gold is compensated for his duties as the Chief Financial Officer of the Foundation, not as an Officer or Director of the Board.Payment for such services that are reasonable and necessary to carry out the exempt purposes of the Foundation, as they are in this case, is excluded from the self dealing rules under Reg. 53.4941(d)-3(c).
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Corporate Bonds - See Attachment
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt027000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt027000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt021040308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt030982004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Common Stock - See Attachment
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01640777
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1662713
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt215948739
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36803262
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt420463159
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt54070080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt61342197
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Limited Partnerships - See Attachment
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Private Equity - See Attachment
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2International Funds - See Investment Stm
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Mutual Funds - See Attachment
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Bond Funds - See Attachment
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Index Funds - See Attachment
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6American Deposit Rcpt - See Attachment
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02355730
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1392073
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt222058291
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt38179874
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt419681604
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt58360469
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61575441
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01918701
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt04935487
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0619777
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt07065
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Income - Investment Psps
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1Litigation Settlement
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2Other Investment Income
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01873842
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1383
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt23921
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd118
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd218
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-47086
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt08739399
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0572691
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt09312090
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt026684
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt026684
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04935487
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0278849
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0354500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05046000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05046000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01918701
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01918701
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02710468
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt017185995
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt021317
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt07065
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07065
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt021317
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt058409
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt058409
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05555264
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt08355021
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt094986
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt094986
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0162374
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0169949
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt037178
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt085862
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0268887
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01864318
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01831060
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0220738
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0232356
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt085581
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt086717
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0180
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt042633
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0222135
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05809923
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0370550
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06601622
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08725571
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt09312090
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0763923
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0370550
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01555622
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt019682
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt019682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt011620150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt110581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2619777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03503939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11364047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt267501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-10581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt43247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-619777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6627111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03503939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11364047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt267501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-10581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt43247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-619777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6627111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt015124089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11364047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt267501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4627111
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/PropertyDesc0Sale of Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gain Distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gains from Investment Pshps
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ST Cap Gain from Partnership - UBI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4LT Cap Gain from Partnership - UBI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ST/LT Cap Gain fr Pshp Reported on 990-T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61231 Gain from Investment Psps - UBIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04935487
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-10581
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02710468
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0389086
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt080525126
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt077814658
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt080136040
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05215675
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05215675
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05215675
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05299225
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt083550
IRS990PF/DistributableAmountGrp/TotalTaxAmt083550
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt050000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt055707
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt089531
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt083550
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt055707
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt083550
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt083550
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0139531
IRS990PF/FMVAssetsEOYAmt0101750321
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0140914
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0161633
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0161663
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt014693168
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt027000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt027000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt019336187
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt021040308
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt030982004
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt048631
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt048631
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt015669
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt015669
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt015669
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt032765595
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt050930927
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt062603482
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02906288
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt07960503
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt07960503
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt077814658
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt080136040
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0101750321
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt077814658
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt080136040
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt077814658
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt080136040
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt077814658
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt080136040
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt07956837
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0107598470
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0135175
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0107463295
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01613977
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05299225
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0105984493
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0107598470
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt130.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt075750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt170800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt011363
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt143790
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Cheryl Bridgeforth
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1Rose Haynes
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0Controller
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1Grant Admin.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt044 Montgomery Street Suite 3750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt144 Montgomery Street Suite 3750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd094104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd194104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Shapiro Capital Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Faegre Baker Daniels LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2McDonald Capital Investors
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt084040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt158409
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt280857
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Advisory
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Legal Fees
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2Investment Advisory
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt03060 Peachtree Road NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1PO Box 1450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt24 Orinda Way Suite 120-D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Atlanta
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Minnesapolis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2Orinda
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd030305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd1554856139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd294563
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt132.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt230.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt420.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt015000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1130000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt290000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt315000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt043197
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt161303
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Barbara Gold Lurie
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Elaine E Gold
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Steven A Gold
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Diane Gold Bubier
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Emily Gold
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director & ED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer & CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt044 Montgomery St Suite 3750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt144 Montgomery St Suite 3750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt244 Montgomery St Suite 3750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt344 Montgomery St Suite 3750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt444 Montgomery St Suite 3750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd494104
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04258563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04342113
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05376960
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt05106310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt04148267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt04725806
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0430229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.040181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05116
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04464
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05027
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.00467
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt083550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0105984493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0107180934
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt099808150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt092918563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt094016326
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt092139233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05809923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.200907
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05726373
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05809923
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt083550
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05809923
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0true
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0true
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,136,040
Liabilities
$1
Net assets
$80,136,040
Revenue
$9,312,090
Expenses
$6,601,622
Net income
$2,710,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.14$0.10$0.04
2016Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$1.38$5.22$3.85
2015Detailed filing. Detailed filing data is available for this year.$80.1$0.00$80.1$9.31$6.60$2.71
2014Detailed filing. Detailed filing data is available for this year.$77.8$0.00$77.8$6.98$6.29$0.69
2013Summary only. Only limited summary data is available for this year.$77.2$0.00$4.83$6.03$1.20
2012Summary only. Only limited summary data is available for this year.$77.9$0.00$4.51$5.04$0.53
2011Summary only. Only limited summary data is available for this year.$77.7$0.00$5.00$5.78$0.78