Civic Intelligence

Caritas Charitable Foundation

990PF • Fiscal year 2024 • EIN 94-3315854

Jan 01, 2024 to Dec 31, 2024 • Filed on May 12, 2025

Organization Profile
655 Montgomery Street 1410San Francisco, CA 94111

(408) 773-1387

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

100th percentile

544%

Higher net margin than 100% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

26th percentile

-15%

Faster asset growth than 26% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$199,430

Down $35,059 (-15%) from 2023

Net Assets

$199,430

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$8,276

Down $5,825 (-238%) from 2023

Expenses

Up

$36,723

Up $30,615 (+501%) from 2023

Net Income

Down

-$44,999

Down $36,440 (-426%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$600K$400K$200K$0Assets 2011: $453,425Liabilities 2011: $02011Assets 2012: $439,060Liabilities 2012: $02012Assets 2013: $445,234Liabilities 2013: $02013Assets 2014: $359,906Liabilities 2014: $02014Assets 2015: $447,982Liabilities 2015: $02015Assets 2018: $478,053Liabilities 2018: $0Net Assets 2018: $478,0532018Assets 2019: $458,281Liabilities 2019: $0Net Assets 2019: $458,2812019Assets 2020: $507,076Liabilities 2020: $79,034Net Assets 2020: $428,0422020Assets 2021: $410,785Liabilities 2021: $28,123Net Assets 2021: $382,6622021Assets 2022: $243,048Liabilities 2022: $0Net Assets 2022: $243,0482022Assets 2023: $234,489Liabilities 2023: $12023Assets 2024: $199,430Liabilities 2024: $0Net Assets 2024: $199,4302024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2024

Assets$199,430
Liabilities$0
Net Assets$199,430
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KRevenue 2011: $13,479Expenses 2011: $23,279Net Income 2011: -$9,8002011Revenue 2012: $11,472Expenses 2012: $25,837Net Income 2012: -$14,3652012Revenue 2013: $30,699Expenses 2013: $24,525Net Income 2013: $6,1742013Revenue 2014: -$62,716Expenses 2014: $22,612Net Income 2014: -$85,3282014Revenue 2015: $124,638Expenses 2015: $36,562Net Income 2015: $88,0762015Revenue 2018: $2,535Expenses 2018: $30,153Net Income 2018: -$27,6182018Revenue 2019: $8,140Expenses 2019: $27,912Net Income 2019: -$19,7722019Revenue 2020: $475Expenses 2020: $30,714Net Income 2020: -$30,2392020Revenue 2021: $9,426Expenses 2021: $54,806Net Income 2021: -$45,3802021Revenue 2022: -$112,684Expenses 2022: $26,930Net Income 2022: -$139,6142022Revenue 2023: -$2,451Expenses 2023: $6,108Net Income 2023: -$8,5592023Revenue 2024: -$8,276Expenses 2024: $36,723Net Income 2024: -$44,9992024Revenue 2025: $27,153Expenses 2025: $226,583Net Income 2025: -$199,4302025

Highlighted filing

2024

Revenue-$8,276
Expenses$36,723
Net Income-$44,999
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN P TWOMEYDirector/President-$0--
STEPHANIE C TWOMEYDirector/VP/Sec/Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE LEADERSHIP INSTITUTESUPPORT FOR LOCAL COMMUNITYPUBLIC CHARITYSAN FRANCISCO, CA, US$5,000
Paid GrantSAMARITAN'S PURSESUPPORT FOR LOCAL COMMUNITYPUBLIC CHARITYBOONE, NC, US$1,847
Filing and Contact Details

Filer

Filer Name
The Twomey Family Foundation
EIN
94-3315854
Phone
4087731387
Address
655 MONTGOMERY STREET 1410, SAN FRANCISCO, CA 94111

Signing Officer

Name
Stephanie Twomey
Title
Officer
Phone
4087731387
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Krohn Watters & Hicks Llp
Address
655 MONTGOMERY STREET SUITE 1410, SAN FRANCISCO, CA 94111
Preparer
Stuart Hicks
Phone
4153440400
Raw XML Appendix324 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/Amt02817
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0563
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0114618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0109830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCKS & MUTUAL FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt02118
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-10394
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-8276
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-8276
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0563
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02254
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02817
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06847
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06847
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02118
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02118
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-44999
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01001312
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt04960
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt019841
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt024801
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-10394
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01936
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01961
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0284
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0284
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt013
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt013
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt012395
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt024328
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt036723
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02118
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-8276
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05548
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt024328
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt029876
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0961033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt150673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-24340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt212599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-24340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt212599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0936693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt152020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt212599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIDELITY AC# 897264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FIDELITY AC# 897264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FIDELITY AC# 897264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-10394
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-44999
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt09940
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0199430
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0234489
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0199430
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011051
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011051
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011051
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011051
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TotalTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0194642
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt048136
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt084812
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt084812
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0186353
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0114618
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0109830
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt05998
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt05998
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0234489
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0199430
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0234489
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0199430
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0194642
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0234489
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0199430
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0234489
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0199430
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0224391
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt040335
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0184056
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03366
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011051
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0221025
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0224391
IRS990PF/NameChangeInd0X
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/PersonNm0JOHN P TWOMEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1STEPHANIE C TWOMEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR/PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR/VP/SEC/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0655 MONTGOMERY STREET SUITE 1410
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1655 MONTGOMERY STREET SUITE 1410
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/ZIPCd094111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt012395
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt012395
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/IndividualWithBooksNm0KROHN WATTERS HICKS LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0655 MONTGOMERY STREET 1410
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
IRS990PF/StatementsRegardingActyGrp/PhoneNum04153440400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0HTTP://CAAG.STATE.CA.US/CHARITIES/
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SUPPORT OF CHARITABLE ORGANIZATIONS THAT ASSIST IN PROVIDING SCHOLARSHIPS AND FELLOWSHIPS TO PROMISING STUDENTS,TO EDUCATE STUDENTS WITH A PARTICULAR EMPHASIS ON READING & SCIENCE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0SUPPORT OF CHARITABLE ORGANIZATIONS WHICH BENEFIT THE COMMUNITY
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0STEPHANIE C TWOMEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11847
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT FOR LOCAL COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT FOR LOCAL COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE LEADERSHIP INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SAMARITAN'S PURSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0101 MISSION ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128607
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06847
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/AppliedToCurrentYearAmt011051
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011051
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05665
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07009
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01344
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05665
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012395
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01344
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07009
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05665
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt04960
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt024801
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt019841
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LICANSE AND PERMIT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt25
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt079
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11837
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt220
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt099
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11837
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherIncreasesSchedule/OtherIncreasesDetail/Amt09940
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0284
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0284
TaxesSchedule/TaxesDetail/Amt013
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt013
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE TWOMEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04087731387
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE TWOMEY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TWOM
ReturnHeader/Filer/EIN0943315854
ReturnHeader/Filer/PhoneNum04087731387
ReturnHeader/Filer/USAddress/AddressLine1Txt0655 MONTGOMERY STREET 1410
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094111
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811021125
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KROHN WATTERS & HICKS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0655 MONTGOMERY STREET SUITE 1410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094111
ReturnHeader/PreparerPersonGrp/PhoneNum04153440400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STUART HICKS
ReturnHeader/ReturnTs02025-05-12T12:02:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$199,430
Liabilities
$0
Net assets
$199,430
Revenue
-$8,276
Expenses
$36,723
Net income
-$44,999
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.27$2.27$1.99
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.08$0.37$0.45
2023Summary only. Only limited summary data is available for this year.$2.34$0.00$0.02$0.06$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$1.13$0.27$1.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.11$0.28$3.83$0.09$0.55$0.45
2020Detailed filing. Detailed filing data is available for this year.$5.07$0.79$4.28$0.00$0.31$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$0.00$4.58$0.08$0.28$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.78$0.00$4.78$0.03$0.30$0.28
2015Summary only. Only limited summary data is available for this year.$4.48$0.00$1.25$0.37$0.88
2014Summary only. Only limited summary data is available for this year.$3.60$0.00$0.63$0.23$0.85
2013Summary only. Only limited summary data is available for this year.$4.45$0.00$0.31$0.25$0.06
2012Summary only. Only limited summary data is available for this year.$4.39$0.00$0.11$0.26$0.14
2011Summary only. Only limited summary data is available for this year.$4.53$0.00$0.13$0.23$0.10