Civic Intelligence

Tulley and Elise Friedman Fund

990PF • Fiscal year 2020 • EIN 94-3264446

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 04, 2021

Organization Profile
15 Funston Avenue Suite BSan Francisco, CA 94129

(415) 402-2101

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

87th percentile

50%

Higher net margin than 87% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

38th percentile

0.8%

Faster asset growth than 38% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-65%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$7,611,047

Up $63,328 (+0.8%) from 2019

Net Assets

Up

$7,611,047

Up $63,328 (+0.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin87th percentile

Revenue

Down

$127,928

Down $234,057 (-65%) from 2019

Expenses

Down

$64,600

Down $127,092 (-66%) from 2019

Net Income

Down

$63,328

Down $106,965 (-63%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$10M$5.0M$0Assets 2011: $4,473,213Liabilities 2011: $02011Assets 2012: $8,503,252Liabilities 2012: $02012Assets 2013: $9,660,596Liabilities 2013: $02013Assets 2014: $9,645,663Liabilities 2014: $02014Assets 2015: $8,612,870Liabilities 2015: $02015Assets 2017: $6,625,596Liabilities 2017: $0Net Assets 2017: $6,625,5962017Assets 2018: $7,374,473Liabilities 2018: $0Net Assets 2018: $7,374,4732018Assets 2019: $7,547,719Liabilities 2019: $0Net Assets 2019: $7,547,7192019Assets 2020: $7,611,047Liabilities 2020: $0Net Assets 2020: $7,611,0472020Assets 2021: $7,973,980Liabilities 2021: $0Net Assets 2021: $7,973,9802021Assets 2022: $8,072,082Liabilities 2022: $0Net Assets 2022: $8,072,0822022Assets 2023: $8,173,018Liabilities 2023: $0Net Assets 2023: $8,173,0182023Assets 2024: $8,677,770Liabilities 2024: $113,696Net Assets 2024: $8,564,0742024

Highlighted filing

2020

Assets$7,611,047
Liabilities$0
Net Assets$7,611,047
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $5,774,214Expenses 2011: $1,683,711Net Income 2011: $4,090,5032011Revenue 2012: $6,134,251Expenses 2012: $2,049,145Net Income 2012: $4,085,1062012Revenue 2013: $1,686,025Expenses 2013: $528,681Net Income 2013: $1,157,3442013Revenue 2014: $356,059Expenses 2014: $370,992Net Income 2014: -$14,9332014Revenue 2015: $114,259Expenses 2015: $1,040,547Net Income 2015: -$926,2882015Revenue 2017: $184,718Expenses 2017: $1,250,431Net Income 2017: -$1,065,7132017Revenue 2018: $835,817Expenses 2018: $96,320Net Income 2018: $739,4972018Revenue 2019: $361,985Expenses 2019: $191,692Net Income 2019: $170,2932019Revenue 2020: $127,928Expenses 2020: $64,600Net Income 2020: $63,3282020Revenue 2021: $450,139Expenses 2021: $87,206Net Income 2021: $362,9332021Revenue 2022: $161,532Expenses 2022: $64,346Net Income 2022: $97,1862022Revenue 2023: $371,582Expenses 2023: $173,859Net Income 2023: $197,7232023Revenue 2024: $1,184,561Expenses 2024: $853,956Net Income 2024: $330,6052024

Highlighted filing

2020

Revenue$127,928
Expenses$64,600
Net Income$63,328
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 4, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TULLY M FRIEDMANPresident-$0--
ELISE FRIEDMANVice President-$0--
Filing and Contact Details

Filer

Filer Name
Tully & Elise Friedman Fund
EIN
94-3264446
Phone
4154022101
Address
15 FUNSTON AVENUE SUITE B, SAN FRANCISCO, CA 94129

Signing Officer

Name
Tully M Friedman
Title
President
Phone
4154022101
Signed
2021-10-04
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
333 BUSH STREET SUITE 1700, SAN FRANCISCO, CA 94104
Preparer
Francis R Cassidy
Phone
4157642700
Raw XML Appendix323 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/Amt02505
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01252
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01253
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02853881
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03370610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0DODGE & COX
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01649796
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01649915
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02019105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt149711
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0HCP ABSOLUTE RETURN FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1TELLURIDE VENTURE FUND III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01944942
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt149711
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/UnrelatedBusinessTaxblIncmAmt0106833
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0273
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/UnrelatedBusinessTaxblIncmAmt020822
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0127928
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0127928
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01252
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01253
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02505
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0127655
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0273
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0106833
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0106833
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0106833
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt063328
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt094965
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt018126
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt018126
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0273
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt064580
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt042992
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt042992
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt020822
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt020822
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt020822
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0977
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0977
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0127655
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01252
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt063348
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt064600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0127928
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0127928
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01252
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt063348
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt064600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt094692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt094965
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0US TREASURY BILL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0273
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0273
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt063328
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07611047
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07547719
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07611047
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0365946
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0365946
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0365946
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0366844
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0898
IRS990PF/DistributableAmountGrp/TotalTaxAmt0898
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07106
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08004
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0898
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07106
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0898
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0898
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08004
IRS990PF/FMVAssetsEOYAmt08053732
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04473213
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04473213
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0920411
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01038554
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01038554
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02810357
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02853881
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03370610
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02057096
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02068816
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01994653
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03074506
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03137834
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07547719
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07611047
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08053732
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07547719
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07611047
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07547719
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07611047
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01759855
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01649796
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01649915
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07448615
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01030505
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04423457
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0111729
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01994653
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0366844
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07336886
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07448615
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TULLY M FRIEDMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELISE FRIEDMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt015 FUNSTON AVENUE SUITE B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt115 FUNSTON AVENUE SUITE B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094129
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194129
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01252
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01252
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01252
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TULLY FRIEDMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt015 FUNSTON AVENUE SUITE B
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN FRANCISCO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094129
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04154022101
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0AG.CA.GOV/CHARITIES
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01252
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0365946
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0364694
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0787892
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0598317
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt024447
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0364694
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01045962
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0787892
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0258070
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01252
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01045962
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01410656
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0HCP ABSOLUTE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt042992
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt042992
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt020822
OtherIncomeSchedule2/OtherIncomeDetail/Desc0HCP ABSOLUTE OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt020822
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt020822
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt085
TaxesSchedule/TaxesDetail/Amt1892
TaxesSchedule/TaxesDetail/CategoryTxt0CALIFORNIA TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt085
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1892
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TULLY M FRIEDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04154022101
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TULLY & ELISE FRIEDMAN FUND
ReturnHeader/Filer/BusinessNameControlTxt0TULL
ReturnHeader/Filer/EIN0943264446
ReturnHeader/Filer/PhoneNum04154022101
ReturnHeader/Filer/USAddress/AddressLine1Txt015 FUNSTON AVENUE SUITE B
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094129
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0333 BUSH STREET SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04157642700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCIS R CASSIDY
ReturnHeader/ReturnTs02021-11-15T11:10:34-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TULLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FRIEDMAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,611,047
Liabilities
$0
Net assets
$7,611,047
Revenue
$127,928
Expenses
$64,600
Net income
$63,328
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.68$0.11$8.56$1.18$0.85$0.33
2023Detailed filing. Detailed filing data is available for this year.$8.17$0.00$8.17$0.37$0.17$0.20
2022Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$0.16$0.06$0.10
2021Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$0.45$0.09$0.36
2020Detailed filing. Detailed filing data is available for this year.$7.61$0.00$7.61$0.13$0.06$0.06
2019Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$0.36$0.19$0.17
2018Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$0.84$0.10$0.74
2017Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.18$1.25$1.07
2015Summary only. Only limited summary data is available for this year.$8.61$0.00$0.11$1.04$0.93
2014Summary only. Only limited summary data is available for this year.$9.65$0.00$0.36$0.37$0.01
2013Summary only. Only limited summary data is available for this year.$9.66$0.00$1.69$0.53$1.16
2012Summary only. Only limited summary data is available for this year.$8.50$0.00$6.13$2.05$4.09
2011Summary only. Only limited summary data is available for this year.$4.47$0.00$5.77$1.68$4.09