Civic Intelligence

San Francisco Challenge DBA Americaone

990PF • Fiscal year 2014 • EIN 94-3242538

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization Profile
127 University AvenueBerkeley, CA 94710

(510) 841-4123

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.05x

Higher debt load relative to assets than 43% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

85th percentile

1.27x

Higher debt load relative to revenue than 85% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

28th percentile

$7,500

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

33rd percentile

-0.9%

Faster asset growth than 33% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

45th percentile

2.2%

Faster revenue growth than 45% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$6,206,707

Down $57,707 (-0.9%) from 2013

Net Assets

$5,884,203

No earlier filing loaded for comparison.

Liabilities

Down

$322,504

Down $37,552 (-10%) from 2013

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin71st percentile

Revenue

Up

$253,249

Up $5,364 (+2.2%) from 2013

Expenses

Down

$209,599

Down $618,365 (-75%) from 2013

Net Income

Up

$43,650

Up $623,729 (+108%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,819,284Liabilities 2011: $148,4502011Assets 2012: $6,065,633Liabilities 2012: $3,8972012Assets 2013: $6,264,414Liabilities 2013: $360,0562013Assets 2014: $6,206,707Liabilities 2014: $322,504Net Assets 2014: $5,884,2032014Assets 2015: $5,073,095Liabilities 2015: $3,933,024Net Assets 2015: $1,140,0712015Assets 2016: $4,529,800Liabilities 2016: $3,391,740Net Assets 2016: $1,138,0602016Assets 2017: $4,578,461Liabilities 2017: $2,969,892Net Assets 2017: $1,608,5692017Assets 2018: $3,582,056Liabilities 2018: $2,544,774Net Assets 2018: $1,037,2822018Assets 2019: $3,739,936Liabilities 2019: $2,070,226Net Assets 2019: $1,669,7102019Assets 2020: $3,500,474Liabilities 2020: $1,582,749Net Assets 2020: $1,917,7252020Assets 2021: $3,221,111Liabilities 2021: $1,113,319Net Assets 2021: $2,107,7922021Assets 2022: $2,152,325Liabilities 2022: $622,713Net Assets 2022: $1,529,6122022Assets 2023: $2,102,500Liabilities 2023: $177,084Net Assets 2023: $1,925,4162023Assets 2024: $618,433Liabilities 2024: $46,721Net Assets 2024: $571,7122024

Highlighted filing

2014

Assets$6,206,707
Liabilities$322,504
Net Assets$5,884,203
Open 2014 Filing

Operations Trend

Revenue Growth45th percentile

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

$5.0M$0-$5.0MRevenue 2011: $416,724Expenses 2011: $205,686Net Income 2011: $211,0382011Revenue 2012: $387,647Expenses 2012: $187,800Net Income 2012: $199,8472012Revenue 2013: $247,885Expenses 2013: $827,964Net Income 2013: -$580,0792013Revenue 2014: $253,249Expenses 2014: $209,599Net Income 2014: $43,6502014Revenue 2015: $213,885Expenses 2015: $4,736,639Net Income 2015: -$4,522,7542015Revenue 2016: $151,713Expenses 2016: $234,306Net Income 2016: -$82,5932016Revenue 2017: $199,023Expenses 2017: $216,311Net Income 2017: -$17,2882017Revenue 2018: $159,716Expenses 2018: $310,329Net Income 2018: -$150,6132018Revenue 2019: $330,877Expenses 2019: $139,179Net Income 2019: $191,6982019Revenue 2020: $189,766Expenses 2020: $144,633Net Income 2020: $45,1332020Revenue 2021: $528,620Expenses 2021: $87,759Net Income 2021: $440,8612021Revenue 2022: $185,058Expenses 2022: $124,580Net Income 2022: $60,4782022Revenue 2023: $1,369,657Expenses 2023: $1,621,501Net Income 2023: -$251,8442023Revenue 2024: $1,302,279Expenses 2024: $2,493,080Net Income 2024: -$1,190,8012024

Highlighted filing

2014

Revenue$253,249
Expenses$209,599
Net Income$43,650
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert Billingham To 33014President/CEOPT$7,500-$7,500
Douglas D SmithSec/Treas/Director-$0--
Lawrence FinchChair/Director-$0--
Paul CayardDirector-$0--
Tom SeipDirector-$0--
Benita R Kline Not DirAsst. Secretary-$0--
Harald J Leventhal Not DirCFO-$0--
Filing and Contact Details

Filer

Filer Name
San Francisco Challenge
EIN
94-3242538
Phone
5108414123
Address
127 University Avenue, Berkeley, CA 94710

Signing Officer

Name
Harald Leventhal
Title
CFO
Signed
2015-11-16
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Carol Duffield
Phone
4159830200
Raw XML AppendixShowing 400 of 613 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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AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt020525
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting & Audit Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt010010
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Supplemental InformationForm 990-PF, Part VII-B, Lines 1a(3) and 1a(4)Statement Regarding Activities for Which Form 4720 May Be RequiredBenita Kline and Harald Leventhal, as individuals, received no payment for serving as officers (but not directors) of the Organization. However, they are owners of Leventhal Kline Management, Inc., which provides a full range of management services to the Organization, including accounting, general administrative support, and grant management and administration. The Organization's directors approved payment of $42,280 to Leventhal Kline Management, Inc. for these services during 2014. Another Board Member was reimbursed $2,351 for travel expenses incurred on behalf of the Organization.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Amgen Inc 5.7% 2/1/19, 11,000 Sh
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Bank of America 5.625% 7/4/20, 15,000 Sh
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2Chevron Corp 4.95% 3/3/19 13,000 Sh
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3Direct TV 3.5% 3/1/16, 5,000 Sh
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4DOW Chemical 4.125% 11/15/21, 10,000 Sh
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5General Elec 4.65% 10/17/21, 17,000 Sh
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6Home Depot 5.4% 3/1/16, 10,000 Sh
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7HSBC 5.5% 1/19/16, 10,000 Sh
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8Kinder Morgan 5.95% 2/15/18, 8,000 Sh
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9Pepsico Inc 4.5% 1/15/20, 13,000 Sh
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10Sempra Energy 6.5% 6/1/16, 6,000 Sh
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11Target 5.875% 7/15/16, 10,000 Sh
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12Time Warner 4.875% 3/15/20, 7,000 Sh
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13Wal-Mart 3.625% 7/8/20, 15,000 Sh
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14Wellpoint 4.35% 8/15/20, 7,000 Sh
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15AT&T 2.5% 8/15/15, 17,000 Sh
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16MetLife Inc, 5.0%, 6/15/15, 20,000 Sh
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17Berk Hathaway 5.4% 5/15/18, 15,000 Sh
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18Halliburton, 105.125% 8/1/23, 185,000 Sh
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19Proctor & Gamble 2.3% 2/6/22, 16,000 Sh
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20Apple 2.400%, 5/3/23, 13,000 Sh
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21Goldman Sachs 5.95% 1/18/18, 13,000 Sh
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22JPMorgan Chase 4.25% 10/15/20, 13,000 Sh
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23Verizon 5.15%, 9/5/23, 5,000 Sh
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt012374
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt117079
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt214536
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt35130
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt410566
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt519161
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt610553
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt710455
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt88832
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt914321
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt108591
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1110740
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt127702
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1316018
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt147584
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1517184
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1620384
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1716784
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1814127
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1915872
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2012636
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2114443
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2213976
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt235521
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt012374
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt214536
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt35130
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt410566
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt519161
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt610553
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt710455
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt88832
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt914321
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt108591
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1110740
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt127702
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1316018
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt147584
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1517184
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1620384
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1716784
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1814127
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1915872
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2012636
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2114443
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2213976
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt235521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0386831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1108704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt273964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3271195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4266310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5223544
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6301459
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt781221
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt273964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3271195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4266310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5223544
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6301459
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt843959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9942897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10586512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Consumer Discretionary- See Stmt 15
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Consumer Staples- See Stmt 15
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Energy- See Stmt 15
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Financials- See Stmt 15
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Health Care- See Stmt 15
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Industrials- See Stmt 15
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Information Technology- See Stmt 15
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Materials- See Stmt 15
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Telecommunication Services- See Stmt 15
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9International Equities- See Stmt 15
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10International Mutual Funds- See Stmt 15
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0209464
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0209464
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt157576
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29088
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt314077
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt466209
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51378
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6326434
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7112691
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8108035
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9175687
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10167255
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1154017
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12174419
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13175356
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt141573
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt158007
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt169921
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt177791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18139258
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt191395
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20150276
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21251100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0IShares Barclays MBS, 275 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Pimco Foreign Bd Fd, 5,345.98 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2First Indl Realty Tr Inc, 442 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Ishares Barclays CMBS, 275 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Ashmore Emerging Mkt, 7,919.75 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Corporate Executive Board Co, 19 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6JP Morgan High Yield, 43,008.49 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7T Rowe Price Inst #170, 8,203.13 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8Fidelity Adv Emerg Mkts, 8,203.13 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9GAI Agility Income Fund, 157.97 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10Stone Harbor Local Mkt, 19,539.08 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11Wells Fargo Adv Intl Bond, 5,115.25 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12ASGI Multi Strategy, 1,750 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13GAI Mesirow Insight, 164.46 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14Huron Consulting Group, 27 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15American Tower Corp, 81 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16Corrections Corp of America, 273 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17Crown Castle Intl Corp, 99 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18E-Tracs Alerian MLP, 3,430 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19Lexington Realty, 127 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20SPDR DJ Wilshire Intl, 1,615 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21Vanguard REIT Viper, 3,100 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt030063
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt157576
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29088
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt314077
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt466209
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51378
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6326434
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7112691
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8108035
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9175687
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10167255
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1154017
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12174419
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13175356
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt141573
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt158007
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt169921
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt177791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18139258
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt191395
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20150276
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21251100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21FMV
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt032
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0253249
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0253249
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt010010
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt020525
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0108446
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0197085
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt064777
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0144771
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0144771
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt043650
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04044705
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt032
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt032
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0256
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0256
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0108446
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0185515
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03134
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04366
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt038052
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt067734
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0105786
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0882
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0882
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02690
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0259736
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt067734
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0209599
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0253249
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0253249
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt062651
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt067734
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0144822
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt02817
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03936259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0108446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0108446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04044705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sale of Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0108446
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt043650
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt063805
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05948008
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05904358
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05884203
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0318025
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0318025
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0318025
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0321735
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03710
IRS990PF/DistributableAmountGrp/TotalTaxAmt03710
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt03250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06008
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06468
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03710
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06008
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03710
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03710
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09718
IRS990PF/FMVAssetsEOYAmt06206707
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt03742
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt010515
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0609831
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0304569
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0304569
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03564925
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03286596
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03286596
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0347949
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0215641
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt069777
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt087202
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt087202
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01459631
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02041606
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02041606
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt08365
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt096348
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt09822
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt03938
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt03938
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0147010
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0273332
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0273332
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06264414
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06206707
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06206707
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0360056
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0322504
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06264414
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06206707
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05904358
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05884203
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt05904358
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt05884203
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0403418
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0209464
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0209464
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06532695
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0325430
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06207265
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt097990
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0321735
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06434705
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06532695
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt17500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Douglas D Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Robert Billingham To 33014
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Lawrence Finch
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Paul Cayard
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Tom Seip
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Benita R Kline Not Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Harald J Leventhal Not Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Sec/Treas/Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President/CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Chair/Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Asst. Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Berkeley
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/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0947101616
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1947101616
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2947101616
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3947101616
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd4947101616
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd5947101616
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd6947101616
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0386353
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0388208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0406260
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0272202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0357439
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0405672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0318213
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.06004
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.06729
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.06013
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.06897
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.05767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt06434705

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,206,707
Liabilities
$322,504
Net assets
$5,884,203
Revenue
$253,249
Expenses
$209,599
Net income
$43,650
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.62$0.05$0.57$1.30$2.49$1.19
2023Detailed filing. Detailed filing data is available for this year.$2.10$0.18$1.93$1.37$1.62$0.25
2022Detailed filing. Detailed filing data is available for this year.$2.15$0.62$1.53$0.19$0.12$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.22$1.11$2.11$0.53$0.09$0.44
2020Detailed filing. Detailed filing data is available for this year.$3.50$1.58$1.92$0.19$0.14$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.74$2.07$1.67$0.33$0.14$0.19
2018Detailed filing. Detailed filing data is available for this year.$3.58$2.54$1.04$0.16$0.31$0.15
2017Detailed filing. Detailed filing data is available for this year.$4.58$2.97$1.61$0.20$0.22$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.53$3.39$1.14$0.15$0.23$0.08
2015Detailed filing. Detailed filing data is available for this year.$5.07$3.93$1.14$0.21$4.74$4.52
2014Detailed filing. Detailed filing data is available for this year.$6.21$0.32$5.88$0.25$0.21$0.04
2013Summary only. Only limited summary data is available for this year.$6.26$0.36$0.25$0.83$0.58
2012Summary only. Only limited summary data is available for this year.$6.07$0.00$0.39$0.19$0.20
2011Summary only. Only limited summary data is available for this year.$5.82$0.15$0.42$0.21$0.21