Civic Intelligence

The Handlery Foundation

990PF • Fiscal year 2015 • EIN 94-3302912

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 14, 2016

Organization Profile
180 Geary Street No 700San Francisco, CA 94108

(415) 781-4550

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

4th percentile

-134%

Higher net margin than 4% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$1,500

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

14th percentile

-6.9%

Faster asset growth than 14% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

16th percentile

-26%

Faster revenue growth than 16% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$5,213,221

Down $388,950 (-6.9%) from 2014

Net Assets

Down

$5,213,221

Down $388,950 (-6.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin4th percentile

Revenue

Down

$136,424

Down $48,834 (-26%) from 2014

Expenses

Up

$319,488

Up $25,460 (+8.7%) from 2014

Net Income

Down

-$183,064

Down $74,294 (-68%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth14th 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: $4,694,618Liabilities 2011: $02011Assets 2012: $4,972,678Liabilities 2012: $0Net Assets 2012: $4,972,6782012Assets 2013: $5,649,052Liabilities 2013: $0Net Assets 2013: $5,649,0522013Assets 2014: $5,602,171Liabilities 2014: $0Net Assets 2014: $5,602,1712014Assets 2015: $5,213,221Liabilities 2015: $0Net Assets 2015: $5,213,2212015Assets 2016: $5,218,155Liabilities 2016: $0Net Assets 2016: $5,218,1552016Assets 2017: $5,526,759Liabilities 2017: $0Net Assets 2017: $5,526,7592017Assets 2018: $5,006,349Liabilities 2018: $0Net Assets 2018: $5,006,3492018Assets 2019: $5,595,645Liabilities 2019: $0Net Assets 2019: $5,595,6452019Assets 2020: $5,951,713Liabilities 2020: $0Net Assets 2020: $5,951,7132020Assets 2021: $6,334,483Liabilities 2021: $0Net Assets 2021: $6,334,4832021Assets 2022: $5,081,830Liabilities 2022: $0Net Assets 2022: $5,081,8302022Assets 2023: $5,476,342Liabilities 2023: $0Net Assets 2023: $5,476,3422023Assets 2024: $5,784,487Liabilities 2024: $0Net Assets 2024: $5,784,4872024

Highlighted filing

2015

Assets$5,213,221
Liabilities$0
Net Assets$5,213,221
Open 2015 Filing

Operations Trend

Revenue Growth16th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $453,107Expenses 2011: $278,862Net Income 2011: $174,2452011Expenses 2012: $245,8682012Revenue 2013: $374,939Expenses 2013: $271,314Net Income 2013: $103,6252013Revenue 2014: $185,258Expenses 2014: $294,028Net Income 2014: -$108,7702014Revenue 2015: $136,424Expenses 2015: $319,488Net Income 2015: -$183,0642015Revenue 2016: $820,343Expenses 2016: $321,440Net Income 2016: $498,9032016Revenue 2017: $190,336Expenses 2017: $271,192Net Income 2017: -$80,8562017Revenue 2018: $234,142Expenses 2018: $308,888Net Income 2018: -$74,7462018Revenue 2019: $193,240Expenses 2019: $278,381Net Income 2019: -$85,1412019Revenue 2020: $285,450Expenses 2020: $296,388Net Income 2020: -$10,9382020Revenue 2021: $240,831Expenses 2021: $305,797Net Income 2021: -$64,9662021Revenue 2022: $159,803Expenses 2022: $338,657Net Income 2022: -$178,8542022Revenue 2023: $165,839Expenses 2023: $324,779Net Income 2023: -$158,9402023Revenue 2024: $341,202Expenses 2024: $291,586Net Income 2024: $49,6162024

Highlighted filing

2015

Revenue$136,424
Expenses$319,488
Net Income-$183,064
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 14, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET HANDLERYChairperson/Asst Secretary-$1,500-$1,500
MICHAEL K HANDLERYSecretary/Treasurer-$0--
A John PekrulTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Handlery Foundation
EIN
94-3302912
Phone
4157814550
Address
180 Geary Street No 700, San Francisco, CA 94108

Signing Officer

Name
A John Pekrul
Title
trustee
Phone
4157814550
Signed
2016-04-14
Discuss with paid preparer
Yes

Preparer

Firm
Brighton Jones LLC
Address
2030 1st Ave 3rd Floor, Seattle, WA 98121
Preparer
Rollie D Garner
Phone
2062585000
Raw XML AppendixShowing 400 of 776 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Credit Suisse Commd Rtrn Strtgy Instl 15,608.238 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DFA Commodity Strategy Port Instl 11,572.359 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DFA Emerging Mrkts Core Equ Portf 5,915.268 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3IShares MSCI Emerging Markets ETF 2,690 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Credit Suisse Nassauetn Lkd to Cusing 30 972 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Credit Suisse Nassauetn Lkd to Cusing 30 3,115 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6JPMorgan Chase & Co Alerian MLP Index ET 1,359 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Credit Suisse Commd Rtrn Strtgy Instl 8,353.064 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8JPMorgan Chase & Co Alerian MLP Index ET 165 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9Vanguard Global REal Estate Class I 3,212.483 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10DFA International Core Equity 6,255.585 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11DFA US Core Equity I 4,114.098 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12DFA US Core Equity I 10,089.021 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13Vanguard High Yield Corp Investor Cl 8,585.052 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14Vanguard Total Bond Market Index Admiral 9,354.537 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15Vanguard Index Fds Vanguard Total Stk Mk 12 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142015-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152015-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt018724
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-183064
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0224983
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt019097
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05438204
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05602171
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05213221
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0270951
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0270951
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0270951
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0272026
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01075
IRS990PF/DistributableAmountGrp/TotalTaxAmt01075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02125
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02125
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03200
IRS990PF/FMVAssetsEOYAmt05213221
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05602171
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt05213221
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02131692
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02193016
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02193016
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03082646
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02583793
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02583793
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt047210
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0125440
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0125440
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0222649
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0198135
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0198135
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05602171
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05213221
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05213221
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05602171
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05213221
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05602171
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05213221
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0117974
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0112837
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0112837
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05523379
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0203616
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05319763
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt082851
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0272026
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05440528
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05523379
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARGARET HANDLERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHAEL K HANDLERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2A John Pekrul
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRPERSON/ASST SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0180 GEARY ST 700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1180 GEARY ST 700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2180 GEARY ST 700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0251777
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0252852
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0262581
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0242541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0215119
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0247892
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0205505
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046278
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046990
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.045746
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.044085
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050379
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.044190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05440528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05588031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05301934
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04879650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04920494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04650473
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0286506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.231390
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0285431
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0286506
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01075
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0286506
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/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/IndividualWithBooksNm0A John Pekrul
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0180 GEARY ST 700
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0San Francisco
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094108
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04157814550
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MARGARET HANDLERY CHAIRPERSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04157814550
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0180 GEARY ST STE 700
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0San Francisco
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd094108
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt415000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt515424
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt615000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt74000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt816000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt92500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1013595
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111652
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt134000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$5,213,221
Liabilities
$0
Net assets
$5,213,221
Revenue
$136,424
Expenses
$319,488
Net income
-$183,064
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$0.34$0.29$0.05
2023Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.17$0.32$0.16
2022Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.16$0.34$0.18
2021Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.24$0.31$0.06
2020Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.29$0.30$0.01
2019Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$0.19$0.28$0.09
2018Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.23$0.31$0.07
2017Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.19$0.27$0.08
2016Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.82$0.32$0.50
2015Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.14$0.32$0.18
2014Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$0.19$0.29$0.11
2013Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.37$0.27$0.10
2012Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.25
2011Summary only. Only limited summary data is available for this year.$4.69$0.00$0.45$0.28$0.17