Civic Intelligence

The Handlery Foundation

990PF • Fiscal year 2016 • EIN 94-3302912

Jan 01, 2016 to Dec 31, 2016 • Filed on May 03, 2017

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

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

92nd percentile

61%

Higher net margin than 92% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

28th percentile

$1,500

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

45th percentile

0.1%

Faster asset growth than 45% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

501%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$5,218,155

Up $4,934 (+0.1%) from 2015

Net Assets

Up

$5,218,155

Up $4,934 (+0.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin92nd percentile

Revenue

Up

$820,343

Up $683,919 (+501%) from 2015

Expenses

Up

$321,440

Up $1,952 (+0.6%) from 2015

Net Income

Up

$498,903

Up $681,967 (+373%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2016

Assets$5,218,155
Liabilities$0
Net Assets$5,218,155
Open 2016 Filing

Operations Trend

Revenue Growth98th 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

2016

Revenue$820,343
Expenses$321,440
Net Income$498,903
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 3, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET HANDLERYChairperson/Asst Secretary-$1,500-$1,500
MICHAEL K HANDLERYSecretary/Treasurer-$0--
A JOHN PEKRULTrustee-$0--
ASHLEY N HANDLERYSecretary/Treasurer-$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
2017-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Brighton Jones LLC
Address
2030 1ST AVENUE 3RD FLOOR, SEATTLE, WA 98121
Preparer
Calley R Bjorkman
Phone
2062585000
Raw XML AppendixShowing 400 of 814 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/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FID INTER TREASURY BOND INDEX PREMIUM 46,387.154 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ISHARES TIPS BOND ETF 382 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2TIAA-CREF SOCIAL CHOICE BOND INSTL 49,997.596 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3VANGUARD HI YIELD CORPORATE ADMIRAL 10,863.225 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4VANGUARD INDEX FDS VANGUARD TOTAL STK MK 242 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5VANGUARD INTL EQUITY INDEX FDS FTSE 4,888 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6DFA INTERNATIONAL CORE EQUITY 15,701.854 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ISHARES TIPS BOND ETF 348 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8VANGUARD BD INDEX FDINC TOTAL BD MARKET 674 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9VANGUARD BD INDEX FDINC TOTAL BD MARKET 608 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10VANGUARD HI YIELD CORPORATE ADMIRAL 5,087.436 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11VANGUARD TOTAL BOND MARKET INDEX ADMIRAL 62,911.375 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12DFA INTERNATIONAL CORE EQUITY 45,169.986 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13DFA US CORE EQUITY I 90,768.231 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14FEDERAL NATL MTG ASSN 5.37500% 59,000 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15UNITED STATES TREAS NTS 5.12500% 31,000 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16VANGUARD HI YIELD CORPORATE ADMIRAL 17,182.131 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17VANGUARD SHORT TERM BOND INDEX ADMIRAL 66,263.819 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18VANGUARD TOTAL BOND MARKET INDEX ADMIRAL 17,579.773 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162016-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172016-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182016-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0681281
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0498903
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0495337
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01368
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05713492
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05213221
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05218155
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0262187
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0262187
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0262187
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0270109
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07922
IRS990PF/DistributableAmountGrp/TotalTaxAmt07922
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0297
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07625
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07922
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07922
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07922
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07922
IRS990PF/FMVAssetsEOYAmt05218155
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05213221
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt05218155
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02193016
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02034803
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02034803
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02583793
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02433212
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02433212
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0125440
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0198135
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0385028
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0385028
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05213221
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05218155
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05218155
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05213221
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05218155
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05213221
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05218155
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0112837
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0365112
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0365112
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05484439
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0260274
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05224165
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt082267
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0270109
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05402172
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05484439
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/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
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/PersonNm0MARGARET HANDLERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHAEL K HANDLERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2A JOHN PEKRUL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ASHLEY N HANDLERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRPERSON/ASST SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY/TREASURER
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/AddressLine1Txt3180 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/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/ZIPCd094108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0258942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0266864
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0285431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0262581
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0242541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0215119
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0247892
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047933
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052464
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046990
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045746
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044085
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050379
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt07922
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05402172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05440528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05588031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05301934
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04879650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04920494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0287769
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.239664
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0279847
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0287769
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt07922
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0287769
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,218,155
Liabilities
$0
Net assets
$5,218,155
Revenue
$820,343
Expenses
$321,440
Net income
$498,903
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