Civic Intelligence

Robert and Ruth Halperin Foundation

990PF • Fiscal year 2020 • EIN 94-3334424

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 14, 2023

Organization Profile
One Lombard Street No 305San Francisco, CA 94111

(415) 834-9934

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$171,932,253

Up $32,840,402 (+24%) from 2019

Net Assets

Up

$171,888,636

Up $32,855,711 (+24%) from 2019

Liabilities

Down

$43,617

Down $15,309 (-26%) from 2019

Revenue And Expenses

Revenue

Down

$5,442,067

Down $351,952 (-6.1%) from 2019

Expenses

Down

$8,426,779

Down $1,229,366 (-13%) from 2019

Net Income

Up

-$2,984,712

Up $877,414 (+23%) from 2019

Historical Trend

Balance Sheet Trend

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 2020: $171,932,253Liabilities 2020: $43,617Net Assets 2020: $171,888,6362020Assets 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

2020

Assets$171,932,253
Liabilities$43,617
Net Assets$171,888,636
Open 2020 Filing

Operations Trend

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 2020: $5,442,067Expenses 2020: $8,426,779Net Income 2020: -$2,984,7122020Revenue 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

2020

Revenue$5,442,067
Expenses$8,426,779
Net Income-$2,984,712
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 14, 2023
Return Version
2020v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE KIDDExecutive DirectorPT$165,750-$165,750
PHILIP W HALPERINPresidentPT$1,593$4,425$6,018
PEGGY ANNE DOWSecretary-$0--
MAURINE S HALPERINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Robert and Ruth Halperin Foundation
EIN
94-3334424
Phone
4158349934
Address
ONE LOMBARD STREET NO 305, SAN FRANCISCO, CA 94111

Signing Officer

Name
Philip W Halperin
Title
President
Phone
4158349934
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
101 SECOND STREET SUITE 900, SAN FRANCISCO, CA 94105
Preparer
Michael Lumsden
Phone
4159561500
Raw XML AppendixShowing 400 of 925 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/GainsMinusExcessOrLossesAmt3103505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4531953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt511952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02683350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113677574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt215677038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3103505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4531953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt511952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB (SHORT TERM)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB (LONG TERM)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHARLES SCHWAB (LONG TERM)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CHARLES SCHWAB - CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4LONG TERM CAPITAL GAINS FROM PASSTHROUGHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SHORT TERM CAPITAL GAINS FROM PASSTHROUGHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01805038
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2984712
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02748101
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt038588524
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0174636737
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0139032925
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0171888636
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08043648
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08043648
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08043648
IRS990PF/DistributableAmountGrp/IncomeTaxAmt08237
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08118340
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt066455
IRS990PF/DistributableAmountGrp/TotalTaxAmt074692
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt048539
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0114994
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt066455
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt048539
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt066455
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt066455
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0114994
IRS990PF/FMVAssetsEOYAmt0171932253
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt058926
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt043617
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0233319
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0309870
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0309870
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt036410443
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt036410443
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0129524302
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0123440139
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0123440139
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0139032925
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0171888636
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01818
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01818
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt09334230
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt07386086
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt07386086
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04383897
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04383897
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0139091851
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0171932253
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0171932253
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt058926
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt043617
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0139091851
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0171932253
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0139032925
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0171888636
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0164839394
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06199592
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0147792119
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02472591
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt010847683
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08118340
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0162366803
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0164839394
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt026.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0121268
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt06247
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0MACY PARKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0SENIOR PROGRAM OFFIC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0ONE LOMBARD STREET SUITE 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd094111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0GOLDSTEIN MUNGER & ASSOCIATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1EDUCATION FIRST CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2GLEN PRICE GROUP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0406971
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt165146
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt255000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt018 CROWE CANYON COURT 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1PO BOX 22871
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2719 EL CERRITO PLAZA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN RAMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1SEATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2EL CERRITO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094583
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd198122
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd294530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt326.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01593
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3165750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt04425
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PHILIP W HALPERIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PEGGY ANNE DOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MAURINE S HALPERIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JULIE KIDD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0ONE LOMBARD STREET SUITE 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/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt07883571
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt07883571
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt07883571
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/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

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$171,932,253
Liabilities
$43,617
Net assets
$171,888,636
Revenue
$5,442,067
Expenses
$8,426,779
Net income
-$2,984,712
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
2020Detailed filing. Detailed filing data is available for this year.$172$0.04$172$5.44$8.43$2.98
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