Civic Intelligence

Robert and Ruth Halperin Foundation

990PF • Fiscal year 2013 • EIN 94-3334424

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 05, 2014

Organization Profile
One Lombard Street Suite 30594111

(415) 834-9934

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2013 filings • $100M-$250M nonprofits • Source year 2013

Liabilities / Revenue

10th percentile

0.00x

Higher debt load relative to revenue than 10% of similar nonprofits.

2013 filings • $100M-$250M nonprofits • Source year 2013

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

2013 filings • $100M-$250M nonprofits • Source year 2013

Top Officer Pay

9th percentile

$7,822

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • $100M-$250M nonprofits • Source year 2013

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

2013 filings • $100M-$250M nonprofits • Annualized from 2012 to 2013

Revenue Growth

82nd percentile

61%

Faster revenue growth than 82% of similar nonprofits.

2013 filings • $100M-$250M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$105,966,645

Up $10,086,968 (+11%) from 2012

Net Assets

Up

$105,958,977

Up $10,079,300 (+11%) from 2012

Liabilities

Up

$7,668

Up $7,668 from 2012

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin93rd percentile

Revenue

$16,169,565

No earlier filing loaded for comparison.

Expenses

Up

$5,941,945

Up $654,355 (+12%) from 2012

Net Income

$10,227,620

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$200M$150M$100M$50M$0Assets 2011: $82,398,966Liabilities 2011: $02011Assets 2012: $95,879,677Liabilities 2012: $0Net Assets 2012: $95,879,6772012Assets 2013: $105,966,645Liabilities 2013: $7,668Net Assets 2013: $105,958,9772013Assets 2014: $106,275,916Liabilities 2014: $1,841Net Assets 2014: $106,274,0752014Assets 2015: $132,052,507Liabilities 2015: $35,429Net Assets 2015: $132,017,0782015Assets 2016: $140,139,540Liabilities 2016: $925Net Assets 2016: $140,138,6152016Assets 2017: $142,150,539Liabilities 2017: $9,435Net Assets 2017: $142,141,1042017Assets 2018: $142,901,697Liabilities 2018: $6,647Net Assets 2018: $142,895,0502018Assets 2019: $139,091,851Liabilities 2019: $58,926Net Assets 2019: $139,032,9252019Assets 2020: $175,349,374Liabilities 2020: $43,617Net Assets 2020: $175,305,7572020Assets 2021: $182,688,381Liabilities 2021: $743,445Net Assets 2021: $181,944,9362021Assets 2022: $138,997,994Liabilities 2022: $728,253Net Assets 2022: $138,269,7412022Assets 2023: $164,727,257Liabilities 2023: $520,430Net Assets 2023: $164,206,8272023Assets 2024: $151,374,008Liabilities 2024: $516,570Net Assets 2024: $150,857,4382024

Highlighted filing

2013

Assets$105,966,645
Liabilities$7,668
Net Assets$105,958,977
Open 2013 Filing

Operations Trend

Revenue Growth82nd percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $6,225,368Expenses 2011: $4,900,603Net Income 2011: $1,324,7652011Expenses 2012: $5,287,5902012Revenue 2013: $16,169,565Expenses 2013: $5,941,945Net Income 2013: $10,227,6202013Revenue 2014: $5,876,182Expenses 2014: $5,561,084Net Income 2014: $315,0982014Revenue 2015: $31,533,930Expenses 2015: $5,790,928Net Income 2015: $25,743,0022015Revenue 2016: $15,069,668Expenses 2016: $7,002,159Net Income 2016: $8,067,5092016Revenue 2017: $9,267,258Expenses 2017: $7,264,778Net Income 2017: $2,002,4802017Revenue 2018: $8,946,325Expenses 2018: $8,192,363Net Income 2018: $753,9622018Revenue 2019: $5,794,019Expenses 2019: $9,656,145Net Income 2019: -$3,862,1262019Revenue 2020: $5,365,979Expenses 2020: $8,426,130Net Income 2020: -$3,060,1512020Revenue 2021: $9,712,737Expenses 2021: $9,504,145Net Income 2021: $208,5922021Revenue 2022: $4,616,365Expenses 2022: $9,633,585Net Income 2022: -$5,017,2202022Revenue 2023: $5,957,331Expenses 2023: $8,552,787Net Income 2023: -$2,595,4562023Revenue 2024: $9,025,374Expenses 2024: $9,345,575Net Income 2024: -$320,2012024

Highlighted filing

2013

Revenue$16,169,565
Expenses$5,941,945
Net Income$10,227,620
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 5, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP W HALPERINVP/TreasurerPT$7,822-$7,822
ROBERT HALPERINPresident-$0--
PEGGY DOWDirector-$0--
MARK HALPERINDirector-$0--
Filing and Contact Details

Filer

EIN
94-3334424
Phone
4158349934

Signing Officer

Name
Philip W Halperin
Title
VP/treasurer
Signed
2014-11-05
Discuss with paid preparer
Yes

Preparer

Preparer
Jasmine C Claridad
Phone
4158883645
Raw XML AppendixShowing 400 of 762 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/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01316945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt018747248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt147253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt236874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt352663
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt414310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt559717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt616666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt725392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04942414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11702337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2982405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31901080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4385667
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt52124659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6380376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt730702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04942414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11702337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2982405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31901080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4385667
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt52124659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6380376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt730702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt023689662
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11749590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21019279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31953743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4399977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52184376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6397042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt756094
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/PropertyDesc0CHARLES SCHWAB - SEE STATEMENT ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WORKDAY, INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PALO ALTO NETWORKS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3WORKDAY, INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PALO ALTO NETWORKS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5WORKDAY, INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PALO ALTO NETWORKS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7BOINGO WIRELESS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012667227
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt010227620
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0148320
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0106107297
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt095879677
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0105958977
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04751996
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04751996
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04751996
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04897568
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0145572
IRS990PF/DistributableAmountGrp/TotalTaxAmt0145572
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0284488
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0430060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0145572
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0284488
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0145572
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0145572
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0430060
IRS990PF/FMVAssetsEOYAmt0103649644
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt07668
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0116007
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt047391
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt047391
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt071774335
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt084533499
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt076714586
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt023989334
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt021385755
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt026887667
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt095879677
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0105958977
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt095879677
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0105966645
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0103649644
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt07668
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt095879677
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0105966645
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt095879677
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0105958977
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt099443008
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0377342
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt069961262
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01491645
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt029104404
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04897568
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt097951363
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt099443008
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine10GOLDSTEIN MUNGER & ASSOCIATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0246544
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVEST ADVISORY SERV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1018 CROW CANYON COURT 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/City0SAN RAMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/State0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCode094583
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt17.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt17822
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT HALPERIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PHILIP W HALPERIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PEGGY DOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARK HALPERIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10ONE LOMBARD STREET SUITE 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11ONE LOMBARD STREET SUITE 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12ONE LOMBARD STREET SUITE 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine13ONE LOMBARD STREET SUITE 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode094111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode194111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode294111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode394111
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04078107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04223679
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt03960000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03587846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03268273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02736014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt03217884
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.04163
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04086
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04317
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.03944
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0145572
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt097951363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt096924872
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt080815760
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt075709168
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt067873530
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt081588769
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt04667576

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$105,966,645
Liabilities
$7,668
Net assets
$105,958,977
Revenue
$16,169,565
Expenses
$5,941,945
Net income
$10,227,620
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$151$0.52$151$9.03$9.35$0.32
2023Detailed filing. Detailed filing data is available for this year.$165$0.52$164$5.96$8.55$2.60
2022Detailed filing. Detailed filing data is available for this year.$139$0.73$138$4.62$9.63$5.02
2021Detailed filing. Detailed filing data is available for this year.$183$0.74$182$9.71$9.50$0.21
2020Detailed filing. Detailed filing data is available for this year.$175$0.04$175$5.37$8.43$3.06
2019Detailed filing. Detailed filing data is available for this year.$139$0.06$139$5.79$9.66$3.86
2018Detailed filing. Detailed filing data is available for this year.$143$0.01$143$8.95$8.19$0.75
2017Detailed filing. Detailed filing data is available for this year.$142$0.01$142$9.27$7.26$2.00
2016Detailed filing. Detailed filing data is available for this year.$140$0.00$140$15.1$7.00$8.07
2015Detailed filing. Detailed filing data is available for this year.$132$0.04$132$31.5$5.79$25.7
2014Detailed filing. Detailed filing data is available for this year.$106$0.00$106$5.88$5.56$0.32
2013Detailed filing. Detailed filing data is available for this year.$106$0.01$106$16.2$5.94$10.2
2012Detailed filing. Detailed filing data is available for this year.$95.9$0.00$95.9$5.29
2011Summary only. Only limited summary data is available for this year.$82.4$0.00$6.23$4.90$1.32