Civic Intelligence

The Silver Lining Foundation

990PF • Fiscal year 2021 • EIN 94-3285094

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2023

Organization Profile

View Organization Page

One Lombard Street 305San Francisco, CA 94111

(415) 834-9934

Siviq Scores

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Balance Sheet

Assets

Up

$82,159,813

Up $1,508,177 (+1.9%) from 2020

Net Assets

Up

$81,898,696

Up $1,349,278 (+1.7%) from 2020

Liabilities

Up

$261,117

Up $158,899 (+155%) from 2020

Revenue And Expenses

Revenue

Up

$8,377,204

Up $6,357,025 (+315%) from 2020

Expenses

Up

$4,623,103

Up $160,755 (+3.6%) from 2020

Net Income

Up

$3,754,101

Up $6,196,270 (+254%) from 2020

Historical Trend

Balance Sheet Trend

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

$100M$50M$0Assets 2011: $41,271,896Liabilities 2011: $4,324,475Net Assets 2011: $36,947,4212011Assets 2012: $34,980,993Liabilities 2012: $4,247,213Net Assets 2012: $30,733,7802012Assets 2013: $43,437,128Liabilities 2013: $4,487,465Net Assets 2013: $38,949,6632013Assets 2014: $60,783,032Liabilities 2014: $4,850,573Net Assets 2014: $55,932,4592014Assets 2015: $63,567,143Liabilities 2015: $1,807,503Net Assets 2015: $61,759,6402015Assets 2016: $65,545,406Liabilities 2016: $1,666,268Net Assets 2016: $63,879,1382016Assets 2017: $80,292,386Liabilities 2017: $1,501,185Net Assets 2017: $78,791,2012017Assets 2018: $78,428,108Liabilities 2018: $386,533Net Assets 2018: $78,041,5752018Assets 2019: $93,991,341Liabilities 2019: $104,498Net Assets 2019: $93,886,8432019Assets 2020: $80,651,636Liabilities 2020: $102,218Net Assets 2020: $80,549,4182020Assets 2021: $82,275,065Liabilities 2021: $261,117Net Assets 2021: $82,013,9482021Assets 2021: $82,159,813Liabilities 2021: $261,117Net Assets 2021: $81,898,6962021Assets 2022: $48,620,573Liabilities 2022: $923,989Net Assets 2022: $47,696,5842022Assets 2023: $75,071,927Liabilities 2023: $1,516,360Net Assets 2023: $73,555,5672023Assets 2024: $40,500,981Liabilities 2024: $814,563Net Assets 2024: $39,686,4182024

Highlighted filing

2021

Assets$82,159,813
Liabilities$261,117
Net Assets$81,898,696
Open 2021 Filing

Operations Trend

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

$20M$10M$0-$10MExpenses 2011: $1,846,3872011Expenses 2012: $2,013,5782012Revenue 2013: $1,936,876Expenses 2013: $2,250,965Net Income 2013: -$314,0892013Revenue 2014: $1,689,242Expenses 2014: $2,114,275Net Income 2014: -$425,0332014Revenue 2015: $12,040,218Expenses 2015: $2,719,091Net Income 2015: $9,321,1272015Revenue 2016: $1,893,707Expenses 2016: $3,031,963Net Income 2016: -$1,138,2562016Revenue 2017: $3,881,899Expenses 2017: $3,315,433Net Income 2017: $566,4662017Revenue 2018: $17,836,228Expenses 2018: $3,725,152Net Income 2018: $14,111,0762018Revenue 2019: $2,114,500Expenses 2019: $5,335,476Net Income 2019: -$3,220,9762019Revenue 2020: $2,020,179Expenses 2020: $4,462,348Net Income 2020: -$2,442,1692020Revenue 2021: $8,390,863Expenses 2021: $4,507,850Net Income 2021: $3,883,0132021Revenue 2021: $8,377,204Expenses 2021: $4,623,103Net Income 2021: $3,754,1012021Revenue 2022: $2,921,840Expenses 2022: $4,426,652Net Income 2022: -$1,504,8122022Revenue 2023: $2,370,752Expenses 2023: $4,119,376Net Income 2023: -$1,748,6242023Revenue 2024: $4,009,401Expenses 2024: $3,724,154Net Income 2024: $285,2472024

Highlighted filing

2021

Revenue$8,377,204
Expenses$4,623,103
Net Income$3,754,101
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2023
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE KIDDExecutive DirectorPT$124,881-$124,881
PHILIP W HALPERINPresidentPT$2,307$6,824$9,131
PEGGY ANNE DOWSecretary-$0--
MAURINE S HALPERINDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Silver Lining Foundation
EIN
94-3285094
Phone
4158349934
Address
ONE LOMBARD STREET 305, SAN FRANCISCO, CA 94111

Signing Officer

Name
Philip W Halperin
Title
President
Phone
9255521400
Signed
2023-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
101 SECOND STREET SUITE 900, SAN FRANCISCO, CA 94105
Preparer
Michael Lumsden
Phone
4159561500
Raw XML AppendixShowing 400 of 937 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PAGE 1, ITEM G:
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0AMENDED RETURN EXPLANATION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE FORM 990-PF WAS ORIGINALLY FILED WHEN THE FINANCIAL AUDIT OF THE ORGANIZATION BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT WAS IN PROGRESS. THE ORGANIZATION AMENDED THE RETURN TO REFLECT THE CHANGES AS A RESULT OF A COMPLETED FINANCIAL AUDIT. THE ITEMS WHICH HAVE CHANGED INCLUDE:FORM 990-PF, PART I, LINE 6A, COLUMN (A) - A DECREASE FROM $6,407,175 TO $6,404,837FORM 990-PF, PART I, LINE 7, COLUMN (B) - A DECREASE FROM $6,479,716 TO $6,479,715FORM 990-PF, PART I, LINE 11, COLUMN (A) - A DECREASE FROM $11,321 TO $0FORM 990-PF, PART I, LINE 14, COLUMNS (A) AND (D) - A DECREASE FROM $164,838 TO $164,837FORM 990-PF, PART I, LINE 15, COLUMN (A) - AN INCREASE FROM $62,132 TO $62,133FORM 990-PF, PART I, LINE 15, COLUMN (D) - AN INCREASE FROM $55,344 TO $55,345FORM 990-PF, PART I, LINE 16C, COLUMN (A) - AN INCREASE FROM $632,057 TO $632,058FORM 990-PF, PART I, LINE 16C, COLUMN (D) - AN INCREASE FROM $573,657 TO $573,658FORM 990-PF, PART I, LINE 18, COLUMN (A) - AN INCREASE FROM $4,379 TO $119,635FORM 990-PF, PART I, LINE 20, COLUMN (A) - AN INCREASE FROM $187,557 TO $187,558FORM 990-PF, PART I, LINE 20, COLUMN (D) - AN INCREASE FROM $115,784 TO $115,785FORM 990-PF, PART I, LINE 23, COLUMN (A) - A DECREASE FROM $32,603 TO $32,598FORM 990-PF, PART I, LINE 23, COLUMN (D) - A DECREASE FROM $12,537 TO $12,532FORM 990-PF, PART II, LINE 1, COLUMNS (B) AND (C) - A DECREASE FROM $278,184 TO $278,183FORM 990-PF, PART II, LINE 2, COLUMNS (B) AND (C) - AN INCREASE FROM $2,915,392 TO $2,915,393FORM 990-PF, PART II, LINE 9, COLUMNS (B) AND (C) - A DECREASE FROM $318,625 TO $203,369FORM 990-PF, PART II, LINE 10B, COLUMNS (B) AND (C) - AN INCREASE FROM $78,217,878 TO $78,219,154FORM 990-PF, PART II, LINE 15, COLUMNS (B) AND (C) - A DECREASE FROM $101,770 TO $100,498FORM 990-PF, PART II, LINE 24, COLUMN (B) - A DECREASE FROM $82,013,948 TO $81,898,696
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0126,000 SHARES INTEL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc123,921.5310 SHARES DOUBLELINE TOTAL RETURN BOND I: DBLTX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc297,342.0760 SHARES DOUBLELINE TOTAL RETURN BOND I: DBLTX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc382,645.6070 SHARES VANGUARD TOTAL BOND MARKET INDEX ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SHORT TERM CAPITAL LOSS FROM PASSTHROUGH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5LONG TERM CAPITAL GAIN FROM PASSTHROUGH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06479715
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03754101
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02378395
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt084277091
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt080522990
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt081898696
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04143312
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04143312
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04143312
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04258568
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0115256
IRS990PF/DistributableAmountGrp/TotalTaxAmt0115256
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0200110
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0315366
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0115256
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0200110
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0115256
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0115256
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0315366
IRS990PF/FMVAssetsEOYAmt082159813
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt016885
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt039344
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0169927
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0278183
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0278183
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt079151950
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt078219154
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt078219154
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0150000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0526912
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0914804
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0468057
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0387892
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0387892
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt080522990
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt081898696
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt059219
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0100498
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0100498
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt063970
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt055324
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt055324
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt085333
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt071773
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0315366
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0203369
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0203369
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0396719
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02915393
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02915393
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt080625208
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt082159813
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt082159813
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0102218
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0261117
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt080625208
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt082159813
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt080522990
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt081898696
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt086468380
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05694401
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt080414788
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01297026
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0359191
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04258568
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt085171354
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt086468380
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt014.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt064303
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt03474
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0MACY PARKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0SENIOR PROGRAM OFFIC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0ONE LOMBARD STREET SUITE 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd094111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0PANORAMA ADVISORS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1JASON WEEBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2WICOFF CONSULTING LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3GOLDSTEIN MUNGER & ASSOCIATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0238967
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1123054
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt266233
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt358400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0PROGRAM CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1PROGRAM CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2PROGRAM CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3INVESTMENT ADVISORY SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt056 AVON ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt11047 CURTIS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt251 MIRABEL AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt318 CROWE CANYON COURT 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0KENSINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1ALBANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3SAN RAMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094707
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd194706
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd294110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd394583
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt314.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02307
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3124881
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt06824
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PHILIP W HALPERIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PEGGY ANNE DOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MAURINE S HALPERIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JULIE KIDD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0ONE LOMBARD STREET SUITE 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1ONE LOMBARD STREET SUITE 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2ONE LOMBARD STREET SUITE 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3ONE LOMBARD STREET SUITE 305
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/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt012236
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt04090025
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt04102261
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
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/PayCompDisqualifiedPrsnInd01
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/IndividualWithBooksNm0KATHY SO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0ONE LOMBARD STREET SUITE 305
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN FRANCISCO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094111
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$82,159,813
Liabilities
$261,117
Net assets
$81,898,696
Revenue
$8,377,204
Expenses
$4,623,103
Net income
$3,754,101
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$40.5$0.81$39.7$4.01$3.72$0.29
2023Detailed filing. Detailed filing data is available for this year.$75.1$1.52$73.6$2.37$4.12$1.75
2022Detailed filing. Detailed filing data is available for this year.$48.6$0.92$47.7$2.92$4.43$1.50
2021Detailed filing. Detailed filing data is available for this year.$82.3$0.26$82.0$8.39$4.51$3.88
2021Detailed filing. Detailed filing data is available for this year.$82.2$0.26$81.9$8.38$4.62$3.75
2020Detailed filing. Detailed filing data is available for this year.$80.7$0.10$80.5$2.02$4.46$2.44
2019Detailed filing. Detailed filing data is available for this year.$94.0$0.10$93.9$2.11$5.34$3.22
2018Detailed filing. Detailed filing data is available for this year.$78.4$0.39$78.0$17.8$3.73$14.1
2017Detailed filing. Detailed filing data is available for this year.$80.3$1.50$78.8$3.88$3.32$0.57
2016Detailed filing. Detailed filing data is available for this year.$65.5$1.67$63.9$1.89$3.03$1.14
2015Detailed filing. Detailed filing data is available for this year.$63.6$1.81$61.8$12.0$2.72$9.32
2014Detailed filing. Detailed filing data is available for this year.$60.8$4.85$55.9$1.69$2.11$0.43
2013Detailed filing. Detailed filing data is available for this year.$43.4$4.49$38.9$1.94$2.25$0.31
2012Detailed filing. Detailed filing data is available for this year.$35.0$4.25$30.7$2.01
2011Detailed filing. Detailed filing data is available for this year.$41.3$4.32$36.9$1.85