Civic Intelligence

Thelma Doelger Charitable Trust

990PF • Fiscal year 2019 • EIN 94-3318483

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 08, 2019

Organization Profile
950 John Daly Boulevard Suite 300Daly City, CA 94015-3004

(650) 755-2333

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.

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

35th percentile

-0.5%

Higher net margin than 35% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

26th percentile

$49,668

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$10,415,389

Down $454,456 (-4.2%) from 2015

Net Assets

$10,415,389

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin35th percentile

Revenue

Up

$970,309

Up $543,352 (+127%) from 2015

Expenses

Up

$974,850

Up $232,506 (+31%) from 2015

Net Income

Up

-$4,541

Up $310,846 (+99%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2011: $11,711,806Liabilities 2011: $02011Assets 2012: $11,201,879Liabilities 2012: $02012Assets 2013: $11,119,889Liabilities 2013: $02013Assets 2014: $11,185,232Liabilities 2014: $02014Assets 2015: $10,869,845Liabilities 2015: $02015Assets 2019: $10,415,389Liabilities 2019: $0Net Assets 2019: $10,415,3892019Assets 2020: $10,627,090Liabilities 2020: $0Net Assets 2020: $10,627,0902020Assets 2021: $10,524,817Liabilities 2021: $0Net Assets 2021: $10,524,8172021Assets 2022: $9,845,981Liabilities 2022: $0Net Assets 2022: $9,845,9812022Assets 2023: $9,725,714Liabilities 2023: $0Net Assets 2023: $9,725,7142023Assets 2024: $9,646,475Liabilities 2024: $0Net Assets 2024: $9,646,4752024Assets 2025: $9,171,322Liabilities 2025: $0Net Assets 2025: $9,171,3222025

Highlighted filing

2019

Assets$10,415,389
Liabilities$0
Net Assets$10,415,389
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MRevenue 2011: -$135,909Expenses 2011: $676,941Net Income 2011: -$812,8502011Revenue 2012: $405,627Expenses 2012: $915,554Net Income 2012: -$509,9272012Revenue 2013: $617,414Expenses 2013: $699,404Net Income 2013: -$81,9902013Revenue 2014: $782,658Expenses 2014: $717,315Net Income 2014: $65,3432014Revenue 2015: $426,957Expenses 2015: $742,344Net Income 2015: -$315,3872015Revenue 2019: $970,309Expenses 2019: $974,850Net Income 2019: -$4,5412019Revenue 2020: $1,198,174Expenses 2020: $986,473Net Income 2020: $211,7012020Revenue 2021: $931,729Expenses 2021: $1,034,002Net Income 2021: -$102,2732021Revenue 2022: $385,288Expenses 2022: $1,064,125Net Income 2022: -$678,8372022Revenue 2023: $921,833Expenses 2023: $1,042,100Net Income 2023: -$120,2672023Revenue 2024: $976,151Expenses 2024: $1,055,390Net Income 2024: -$79,2392024Revenue 2025: $536,486Expenses 2025: $1,011,639Net Income 2025: -$475,1532025

Highlighted filing

2019

Revenue$970,309
Expenses$974,850
Net Income-$4,541
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 8, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
D EUGENE RICHARDTrusteePT$49,668-$49,668
JOHN R VIOLETTrusteePT$49,668-$49,668
JOHN F NICOLAITrusteePT$49,668-$49,668
Filing and Contact Details

Filer

Filer Name
Thelma Doelger Charitable Trust
EIN
94-3318483
In Care Of
% JOHN NICOLAI TRUSTEE
Phone
6507552333
Address
950 JOHN DALY BOULEVARD SUITE 300, DALY CITY, CA 94015-3004

Signing Officer

Name
John Nicolai
Title
Trustee
Phone
6507552333
Signed
2019-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2 N CENTRAL AVE SUITE 2300, PHOENIX, AZ 85004
Preparer
Adam Brown
Phone
6023223000
Raw XML AppendixShowing 400 of 833 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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CompensationExplanation/CompensationExplanationGrp/PersonNm0JOHN F NICOLAI
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0====================================================================== TOTAL COMPENSATION FOR SERVICES PROVIDED BY THE TRUSTEES IS REVIEWED AND ALLOWED BY THE SUPERIOR COURT OF CALIFORNIA, COUNTY OF SAN MATEO. THE COMPENSATION PAID TO THE TRUSTEES HAS BEEN SET AT 0.9% OF THE FAIR MARKET VALUE OF THE ASSETS OF THE FOUNDATION. UPON ALLOWANCE OF THE COMPENSATION BY THE COURT, THE TRUSTEES REVIEW AND ALLOCATE THE COMPENSATION AMONGST THE TRUSTEES BASED ON EXPERIENCE AND HISTORY WITH THE FOUNDATION. THE COMPENSATION IS THEN PAID IN THE YEAR FOLLOWING THE YEAR IN WHICH THE SERVICES ARE PROVIDED. TRUSTEE COMPENSATION REPORTED HERE IS BASED ON SERVICES PERFORMED IN FISCAL YEAR ENDED 6/30/18.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AT&T (8,000 SH)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16VISA INC (8,000 SH)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19APPLE (3,500 SH)
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BBT&T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LOCKHED MARTIN CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2VISA INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3WELLS FARGO & CO.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4VAIL RESORTS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5VISA INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6VISA INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7VISA INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8WABTED-SPIN OFF OF GE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9REIT GAIN AND SALE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10REIT GAIN AND SALE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0506547
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4541
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010415392
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010419933
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010415389
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0837625
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0837625
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0837625
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0846247
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08622
IRS990PF/DistributableAmountGrp/TotalTaxAmt08622
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08622
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08622
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08622
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01022
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07600
IRS990PF/FMVAssetsEOYAmt017292497
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt014731387
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt015237934
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06967684
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06913724
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt013051178
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01938115
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01974447
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02714101
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01090
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-4311454
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-4822545
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01515224
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01527218
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01527218
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010421023
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010415389
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt017292497
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01090
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010421023
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010415389
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010419933
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010415389
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt017182684
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01948257
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt015234427
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0257740
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0846247
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt016924944
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017182684
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt049668
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt149668
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt249668
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/PersonNm0D EUGENE RICHARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN R VIOLET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOHN F NICOLAI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0950 JOHN DALY BOULEVARD SUITE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1950 JOHN DALY BOULEVARD SUITE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2950 JOHN DALY BOULEVARD SUITE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DALY CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1DALY CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2DALY CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0940153004
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1940153004
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2940153004
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0739502
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0748124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0810490
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0772500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0640586
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0629159
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0616855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.043693
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04749
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047406
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.040796
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.040512
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.042261
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt08622
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt016924944
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt017066651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt016295498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt015702132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt015530029
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt014596177
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0858462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.218465
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0849840
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0858462
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt08622
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0858462
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0true
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0950 JOHN DALY BLVD 300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DALY CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0940153004
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JOHN NICOLAI TRUSTEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum06507552333
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,415,389
Liabilities
$0
Net assets
$10,415,389
Revenue
$970,309
Expenses
$974,850
Net income
-$4,541
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.17$0.00$9.17$0.54$1.01$0.48
2024Detailed filing. Detailed filing data is available for this year.$9.65$0.00$9.65$0.98$1.06$0.08
2023Detailed filing. Detailed filing data is available for this year.$9.73$0.00$9.73$0.92$1.04$0.12
2022Detailed filing. Detailed filing data is available for this year.$9.85$0.00$9.85$0.39$1.06$0.68
2021Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.93$1.03$0.10
2020Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$1.20$0.99$0.21
2019Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.97$0.97$0.00
2015Summary only. Only limited summary data is available for this year.$10.9$0.00$0.43$0.74$0.32
2014Summary only. Only limited summary data is available for this year.$11.2$0.00$0.78$0.72$0.07
2013Summary only. Only limited summary data is available for this year.$11.1$0.00$0.62$0.70$0.08
2012Summary only. Only limited summary data is available for this year.$11.2$0.00$0.41$0.92$0.51
2011Summary only. Only limited summary data is available for this year.$11.7$0.00$0.14$0.68$0.81