Civic Intelligence

The Moca Foundation

990PF • Fiscal year 2025 • EIN 94-3356929

Jan 01, 2025 to Dec 31, 2025 • Filed on Apr 13, 2026

7500 Monterey StreetGilroy, CA 95020

(408) 981-2885

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$40,000

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$25,866,239

Up $922,289 (+3.7%) from 2024

Net Assets

Up

$25,866,239

Up $922,289 (+3.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue

Down

$972,394

Down $190,323 (-16%) from 2024

Expenses

Down

$1,290,641

Down $163,741 (-11%) from 2024

Net Income

Down

-$318,247

Down $26,582 (-9.1%) from 2024

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $959,330Liabilities 2011: $02011Assets 2012: $10,945,841Liabilities 2012: $02012Assets 2013: $10,972,185Liabilities 2013: $02013Assets 2014: $10,884,443Liabilities 2014: $0Net Assets 2014: $10,884,4432014Assets 2015: $9,737,236Liabilities 2015: $0Net Assets 2015: $9,737,2362015Assets 2016: $19,782,963Liabilities 2016: $0Net Assets 2016: $19,782,9632016Assets 2017: $22,138,233Liabilities 2017: $0Net Assets 2017: $22,138,2332017Assets 2018: $21,074,920Liabilities 2018: $0Net Assets 2018: $21,074,9202018Assets 2019: $25,271,261Liabilities 2019: $0Net Assets 2019: $25,271,2612019Assets 2020: $23,548,962Liabilities 2020: $0Net Assets 2020: $23,548,9622020Assets 2021: $26,652,209Liabilities 2021: $0Net Assets 2021: $26,652,2092021Assets 2022: $21,973,659Liabilities 2022: $0Net Assets 2022: $21,973,6592022Assets 2023: $22,563,360Liabilities 2023: $0Net Assets 2023: $22,563,3602023Assets 2024: $24,943,950Liabilities 2024: $0Net Assets 2024: $24,943,9502024Assets 2025: $25,866,239Liabilities 2025: $0Net Assets 2025: $25,866,2392025

Highlighted filing

2025

Assets$25,866,239
Liabilities$0
Net Assets$25,866,239

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $456,328Expenses 2011: $678,664Net Income 2011: -$222,3362011Revenue 2012: $10,284,594Expenses 2012: $438,563Net Income 2012: $9,846,0312012Revenue 2013: $341,606Expenses 2013: $642,360Net Income 2013: -$300,7542013Revenue 2014: $338,441Expenses 2014: $648,998Net Income 2014: -$310,5572014Revenue 2015: $615,276Expenses 2015: $701,007Net Income 2015: -$85,7312015Revenue 2016: $9,980,731Expenses 2016: $715,396Net Income 2016: $9,265,3352016Revenue 2017: $928,394Expenses 2017: $484,943Net Income 2017: $443,4512017Revenue 2018: $1,006,977Expenses 2018: $552,560Net Income 2018: $454,4172018Revenue 2019: $1,418,207Expenses 2019: $1,177,293Net Income 2019: $240,9142019Revenue 2020: $715,231Expenses 2020: $1,971,291Net Income 2020: -$1,256,0602020Revenue 2021: $1,107,032Expenses 2021: $2,293,054Net Income 2021: -$1,186,0222021Revenue 2022: $1,741,138Expenses 2022: $1,709,486Net Income 2022: $31,6522022Revenue 2023: $238,774Expenses 2023: $2,250,993Net Income 2023: -$2,012,2192023Revenue 2024: $1,162,717Expenses 2024: $1,454,382Net Income 2024: -$291,6652024Revenue 2025: $972,394Expenses 2025: $1,290,641Net Income 2025: -$318,2472025

Highlighted filing

2025

Revenue$972,394
Expenses$1,290,641
Net Income-$318,247
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 13, 2026
Return Version
2025v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary L BiancoTrustee/PresPT$40,000-$40,000
May van ScherrenburgSecretaryPT$23,220$5,116$28,336
Alexandra MorganTrusteePT$0--
Carol DuffieldTrustee/TresPT$0--
Claudia LooneyTrusteePT$0--
James BresciaTrusteePT$0--
Rob FletcherTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Discretionary Grants-San Francisco, CA, US$511,657
Paid Grant-Discretionary Grants-San Francisco, CA, US$400,000
Paid Grant-Pediatric Endocrinology-Palo Alto, CA, US$40,000
Paid Grant-Urgent Care & Pediatric Care Pilot-San Jose, CA, US$30,000
Paid Grant-Home Sharing Program-San Mateo, CA, US$30,000
Paid Grant-Volunteer Services & Employment Services Program for Women-Berkeley, CA, US$25,000
Paid Grant-Summer Internship Program-Ambler, PA, US$25,000
Paid Grant-Community Programs-San Rafael, CA, US$25,000
Paid Grant-Community Wellness Clinic-Roseville, CA, US$5,000
Filing and Contact Details

Filer

Filer Name
The Moca Foundation
EIN
94-3356929
Phone
4089812885
Address
7500 Monterey Street, Gilroy, CA 95020

Signing Officer

Name
Mary L Bianco
Title
President
Signed
2026-04-13
Discuss with paid preparer
Yes

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
111 Pine Street Suite 1750, San Francisco, CA 94111
Preparer
Carol Duffield
Phone
4159830200
Raw XML AppendixShowing 400 of 610 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt03445
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax Preparation
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03445
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
CompensationExplanation/CompensationExplanationGrp/PersonNm0Mary L Bianco
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0The President, who is a disqualified person under Treasury Regulation Section 53.4941(d)-2(d)(3)in relation to the Foundation, was compensated $40,000 as Executive Director of the Foundation. Compensation to a disqualified person for services which are necessary to carry out the exempt purpose of the Foundation if not excessive is not self dealing under Regulation 53.4941(d)-3(c).
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0117898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1205294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2170621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3319189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4308347
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5118589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6151389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt775030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8379711
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9138272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10106219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11117548
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12217115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13331097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14258576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15421904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16712764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17207126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18267557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19257467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20632873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21130859
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22709188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23112984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24150046
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25295125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26153101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27776594
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28212701
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29110867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30124220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31166520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32173447
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3367144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34169575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3562940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36193713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3774976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3880760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3982029
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40142552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41114100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42291789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4393497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0117898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1205294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2170621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3319189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4308347
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5118589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6151389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt775030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8379711
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9138272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10106219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11117548
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12217115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13331097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14258576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15421904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16712764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17207126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18267557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19257467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20632873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21130859
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22709188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23112984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24150046
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25295125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26153101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27776594
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28212701
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29110867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30124220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31166520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32173447
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3367144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34169575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3562940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36193713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3774976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3880760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3982029
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40142552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41114100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42291789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4393497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Abbott Laboratories, 941 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Johnson & Johnson, 992 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Cisco Systems Inc, 2,215 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Microsoft Corp, 660 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Oracle Corporation, 1,582 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Accenture PLC, 442 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Lockhead Martin Corp, 313 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Nestle SA, 753 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Parker-Hannifin Corp, 432 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Texas Instruments, 797 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Danaher Corp, 464 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Fiserv Inc, 1,750 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Markel Corp, 101 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Ross Stores Inc, 1,838 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Sherwin Williams Company, 798 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Visa Inc, 1,203 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16White Mountains Insurance, 343 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Steris PLC, 817 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Motorola Solutions, 698 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Mastercard Inc, 451 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20TJX Companies Inc, 4,120 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Verisk Analytics Inc, 585 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Alphabet Inc, 2,260 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Kinder Morgan Inc, 4,110 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Procter & Gamble Co, 1,047 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Wal-Mart Stores, 2,649 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Cooper Companies, 1,868 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Berkshire Hathaway, 1,545 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Ametek Inc, 1,036 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CDW Corp, 814 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Home Depot Inc, 361 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Allstate Corp, 800 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Apple Inc, 638 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Arch Capital, 700 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Autozone Inc, 50 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Dell Technologies Inc, 500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Expeditors Intl Wash, 1,300 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Kroger Co, 1,200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Louisiana Pacific Co, 1,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39McKesson Corp, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Northrop Grumman Corp, 250 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Old Republic Intl, 2,500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42RTX Corp, 1,591 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43Eli Lilly and Co, 87 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01043675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1896280
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2574349
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3676935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4767659
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5721166
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6919208
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7518438
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8916348
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9880650
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt101368408
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt111476740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12794590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt131151763
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14688468
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15599333
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1680692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17554820
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Omega Healthcare Invs Inc, 23,538 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Gladstone Coml Corp, 84,000 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2One Liberty PPTYS Inc, 25,307 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Stag Industrial Inc, 18,415 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Vanguard Small Cap ETF, 2,976 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Vanguard Total Stock, 2,151 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6EPR Properties, 18,421 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Iron Mountain, 6,250 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8Getty Realty Corp, 33,480 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9Terreno Realty Corp, 15,000 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10LXP Industrial Trust, 27,600 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11Clearway Energy Inc, 47,000 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12iShares Russell 3000, 2,054 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13SPDR S&P 500 ETF, 1,689 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14Vanguard Large Cap, 2,187 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15Vanguard Mid Cap Val, 3,379 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16Vanguard Small Cap Val, 381 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17NNN REIT Inc, 14,000 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01043675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1896280
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2574349
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3676935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4767659
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5721166
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6919208
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7518438
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8916348
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9880650
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt101368408
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt111476740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12794590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt131151763
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14688468
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15599333
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1680692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17554820
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0733953
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0235391
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03050
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0972394
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0972394
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03445
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03445
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0235391
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt068336
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt068336
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01091657
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01091657
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0733953
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0733953
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-318247
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01089995
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03050
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03050
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0235391
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0902728
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt02306
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt02306
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt017904
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt017904
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt069666
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt069666
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt013894
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01207081
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt069666
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01290641
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0972394
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0972394
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0115424
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt069666
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0198984
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt023433
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt023433
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0854604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0235391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0235391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01089995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sales of Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02025-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0235391
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-318247
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01240536
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt025866239
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt024943950
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt025866239
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01244055
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01244055
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01244055
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01256603
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt012548
IRS990PF/DistributableAmountGrp/TotalTaxAmt012548
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02656
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt015204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt012548
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02656
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt012548
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt012548
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt015204
IRS990PF/FMVAssetsEOYAmt025866239
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010705741
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt010003313
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt010003313
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt09737236
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt015206714
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt025866239
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt044271
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt013416308
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt014629522
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt014629522
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0932
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0932
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0932
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersBOYAmt02205
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt02145
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYFMVAmt02145
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0774493
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01230327
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01230327
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt024943950
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt025866239
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt025866239
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt024943950
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt025866239
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt024943950
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt025866239
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt025514789
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01081682
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt024433107
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0382722
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01256603
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt025132067
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt025514789
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CC LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt069666
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Advice
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt030262 Crown Valley Pkwy Ste B-116
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Laguna Niguel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd092677
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt36.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt48.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt56.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt68.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt040000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt423220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt05116
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Mary L Bianco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Alexandra Morgan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Carol Duffield
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Claudia Looney
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4May van Scherrenburg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5James Brescia
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Rob Fletcher
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee/Pres
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee/Tres
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07500 Monterey Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17500 Monterey Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt27500 Monterey Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt37500 Monterey Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt47500 Monterey Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt57500 Monterey Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt67500 Monterey Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Gilroy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Gilroy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Gilroy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Gilroy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Gilroy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Gilroy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Gilroy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd195020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd295020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd395020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd495020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd595020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd695020
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01207081
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01207081
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$25.9$0.00$25.9$0.97$1.29$0.32
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.9$0.00$24.9$1.16$1.45$0.29
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.6$0.00$22.6$0.24$2.25$2.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.0$0.00$22.0$1.74$1.71$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.7$0.00$26.7$1.11$2.29$1.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.5$0.00$23.5$0.72$1.97$1.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.3$0.00$25.3$1.42$1.18$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.1$0.00$21.1$1.01$0.55$0.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.1$0.00$22.1$0.93$0.48$0.44
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.8$0.00$19.8$9.98$0.72$9.27
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.74$0.00$9.74$0.62$0.70$0.09
2014Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.34$0.65$0.31
2013Summary only. Only limited summary data is available for this year.$11.0$0.00$0.34$0.64$0.30
2012Summary only. Only limited summary data is available for this year.$10.9$0.00$10.3$0.44$9.85
2011Summary only. Only limited summary data is available for this year.$0.96$0.00$0.46$0.68$0.22