Civic Intelligence

Robert and Ruth Halperin Foundation

990PF • Fiscal year 2014 • EIN 94-3334424

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 10, 2015

Organization Profile
One Lombard Street Suite 305San Francisco, CA 94111

(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.

2014 filings • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

7th percentile

0.00x

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

2014 filings • $100M-$250M nonprofits • Source year 2014

Net Margin

48th percentile

5.4%

Higher net margin than 48% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

7th percentile

$8,047

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2014 filings • $100M-$250M nonprofits • Source year 2014

Asset Growth

25th percentile

0.3%

Faster asset growth than 25% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Annualized from 2013 to 2014

Revenue Growth

2nd percentile

-64%

Faster revenue growth than 2% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$106,275,916

Up $309,271 (+0.3%) from 2013

Net Assets

Up

$106,274,075

Up $315,098 (+0.3%) from 2013

Liabilities

Down

$1,841

Down $5,827 (-76%) from 2013

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin48th percentile

Revenue

Down

$5,876,182

Down $10,293,383 (-64%) from 2013

Expenses

Down

$5,561,084

Down $380,861 (-6.4%) from 2013

Net Income

Down

$315,098

Down $9,912,522 (-97%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2014

Assets$106,275,916
Liabilities$1,841
Net Assets$106,274,075
Open 2014 Filing

Operations Trend

Revenue Growth2nd 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

2014

Revenue$5,876,182
Expenses$5,561,084
Net Income$315,098
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 10, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay7th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP W HALPERINVP/TreasurerPT$8,047-$8,047
ROBERT HALPERINPresident-$0--
PEGGY DOWDirector-$0--
MARK HALPERINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Robert and Ruth Halperin Foundation
EIN
94-3334424
Phone
4158349934
Address
ONE LOMBARD STREET SUITE 305, SAN FRANCISCO, CA 94111

Signing Officer

Name
Philip W Halperin
Title
VP/treasurer
Signed
2015-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Claridad & Crowe CPAs
Address
PO Box 907, Mill Valley, CA 94942
Preparer
Jasmine C Claridad
Phone
4158883645
Raw XML AppendixShowing 400 of 816 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/AcquiredDt42014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02457251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt120517827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21198313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt341763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt480610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt539603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt654630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7794411
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0147376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt140279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-295076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-355581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41088844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt538648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61401989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt71238945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-794411
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0147376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt140279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-295076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-355581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41088844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt538648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61401989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt71238945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-794411
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0147376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12497530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt220222751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3842732
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41130607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5119258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61441592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71293575
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/PropertyDesc0SCHWAB CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SCHWAB SHORT TERM GAIN - COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SCHWAB LONG TERM LOSS - COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SPDR GOLD TRUST - SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PALO ALTO NETWORKS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GLU MOBILE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6WORKDAY, INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7WORKDAY, INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SEGWAY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02511013
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0315098
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0106274075
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0105958977
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0106274075
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05096200
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05096200
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05096200
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05145644
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt049444
IRS990PF/DistributableAmountGrp/TotalTaxAmt049444
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0335044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0384488
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt049444
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0335044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt049444
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt049444
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0384488
IRS990PF/FMVAssetsEOYAmt0103652078
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt07668
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01841
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt047391
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt095637
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt095637
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt084533499
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt086243846
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt079760982
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt021385755
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt019936433
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt023795459
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0105958977
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0106274075
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0105966645
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0106275916
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0103652078
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt07668
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01841
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0105966645
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0106275916
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0105958977
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0106274075
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0104480083
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0101426
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt080325176
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01567201
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt024053481
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05145644
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0102912882
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0104480083
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0GOLDSTEIN MUNGER & ASSOCIATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0304030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVEST ADVISORY SERV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt018 CROW CANYON COURT 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN RAMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094583
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt17.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt18047
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/AddressLine1Txt0ONE LOMBARD STREET STE 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1ONE LOMBARD STREET SUITE 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2ONE LOMBARD STREET SUITE 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3ONE LOMBARD STREET SUITE 305
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/ZIPCd094111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394111
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04423093
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04472537
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt04522004
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03960000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03587846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt03268273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02736014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.04298
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04086
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04317
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt049444
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0102912882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt097951363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt096924872
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt080815760
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt075709168
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt067873530
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt04629308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.21490
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04579864
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04629308

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$106,275,916
Liabilities
$1,841
Net assets
$106,274,075
Revenue
$5,876,182
Expenses
$5,561,084
Net income
$315,098
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