Civic Intelligence

The Duffield Family Foundation

EIN 94-3362163 • Pleasanton, CA

6150 Stoneridge Mall Rd 125Pleasanton, CA 94588
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.09x

Higher debt load relative to assets than 33% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

1.96x

Higher debt load relative to revenue than 79% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Net Margin

3rd percentile

-99%

Higher net margin than 3% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Top Officer Pay

28th percentile

$370,593

Higher top officer pay than 28% of similar nonprofits.

$250M-$1B nonprofits • Source year 2025

Asset Growth

35th percentile

2.6%

Faster asset growth than 35% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-18%

Faster revenue growth than 8% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2023 to 2024

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$266,741,354

Up $6,767,788 (+2.6%) from 2023

Liabilities

Up

$24,416,578

Up $5,997,626 (+33%) from 2023

Net Assets

Up

$242,324,776

Up $770,162 (+0.3%) from 2023

Revenue

Down

$12,487,603

Down $2,677,342 (-18%) from 2023

Expenses

Up

$24,855,367

Up $8,667,998 (+54%) from 2023

Net Income

Down

-$12,367,764

Down $11,345,340 (-1110%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400M$300M$200M$100M$0Assets 2011: $266,638,068Liabilities 2011: $8,056,5692011Assets 2012: $253,934,139Liabilities 2012: $10,709,0592012Assets 2013: $279,543,666Liabilities 2013: $10,891,8002013Assets 2014: $288,305,961Liabilities 2014: $21,785,564Net Assets 2014: $266,520,3972014Assets 2015: $297,206,493Liabilities 2015: $18,213,9922015Assets 2016: $309,641,719Liabilities 2016: $14,863,312Net Assets 2016: $294,778,4072016Assets 2017: $308,427,602Liabilities 2017: $10,762,933Net Assets 2017: $297,664,6692017Assets 2018: $302,296,221Liabilities 2018: $14,220,846Net Assets 2018: $288,075,3752018Assets 2019: $285,050,982Liabilities 2019: $10,910,147Net Assets 2019: $274,140,8352019Assets 2020: $249,240,737Liabilities 2020: $6,292,502Net Assets 2020: $242,948,2352020Assets 2021: $297,383,341Liabilities 2021: $15,896,547Net Assets 2021: $281,486,7942021Assets 2022: $258,368,317Liabilities 2022: $18,449,838Net Assets 2022: $239,918,4792022Assets 2023: $259,973,566Liabilities 2023: $18,418,952Net Assets 2023: $241,554,6142023Assets 2024: $266,741,354Liabilities 2024: $24,416,578Net Assets 2024: $242,324,7762024

Latest loaded filing

2024

Assets$266,741,354
Liabilities$24,416,578
Net Assets$242,324,776

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20M-$40MRevenue 2011: $21,902,904Expenses 2011: $21,348,209Net Income 2011: $554,6952011Revenue 2012: $10,304,126Expenses 2012: $16,691,852Net Income 2012: -$6,387,7262012Revenue 2013: $33,186,476Expenses 2013: $19,669,933Net Income 2013: $13,516,5432013Revenue 2014: $11,468,657Expenses 2014: $38,385,441Net Income 2014: -$26,916,7842014Revenue 2015: $28,639,148Expenses 2015: $23,559,627Net Income 2015: $5,079,5212015Revenue 2016: $50,738,048Expenses 2016: $20,262,794Net Income 2016: $30,475,2542016Revenue 2017: $12,773,752Expenses 2017: $25,993,907Net Income 2017: -$13,220,1552017Revenue 2018: $17,181,378Expenses 2018: $29,151,073Net Income 2018: -$11,969,6952018Revenue 2019: $28,388,268Expenses 2019: $18,778,873Net Income 2019: $9,609,3952019Revenue 2020: $6,663,114Expenses 2020: $13,422,951Net Income 2020: -$6,759,8372020Revenue 2021: $10,740,095Expenses 2021: $22,997,893Net Income 2021: -$12,257,7982021Revenue 2022: $20,065,038Expenses 2022: $19,408,003Net Income 2022: $657,0352022Revenue 2023: $15,164,945Expenses 2023: $16,187,369Net Income 2023: -$1,022,4242023Revenue 2024: $12,487,603Expenses 2024: $24,855,367Net Income 2024: -$12,367,7642024

Latest loaded filing

2024

Revenue$12,487,603
Expenses$24,855,367
Net Income-$12,367,764

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$267$24.4$242$12.5$24.9$12.4
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$260$18.4$242$15.2$16.2$1.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$258$18.4$240$20.1$19.4$0.66
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$297$15.9$281$10.7$23.0$12.3
2020Detailed filing. Detailed filing data is available for this year.$249$6.29$243$6.66$13.4$6.76
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$285$10.9$274$28.4$18.8$9.61
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$302$14.2$288$17.2$29.2$12.0
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$308$10.8$298$12.8$26.0$13.2
2016Detailed filing. Detailed filing data is available for this year.$310$14.9$295$50.7$20.3$30.5
2015Summary only. Only limited summary data is available for this year.$297$18.2$28.6$23.6$5.08
2014Detailed filing. Detailed filing data is available for this year.$288$21.8$267$11.5$38.4$26.9
2013Summary only. Only limited summary data is available for this year.$280$10.9$33.2$19.7$13.5
2012Summary only. Only limited summary data is available for this year.$254$10.7$10.3$16.7$6.39
2011Summary only. Only limited summary data is available for this year.$267$8.06$21.9$21.3$0.55
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 9, 2026
Return Version
2024v5.5
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY IPPOLITI-SMITHExecutive LeaderFT$326,566$44,027$370,593
AMY D ZEIFANGChairmanPT$206,920$67,293$274,213
VALERIE STOLTENBERGVP FinancePT$189,040$14,618$203,658
LAURIE PEEKSecretaryPT$138,226$9,606$147,832
STEVE HILLTreasurer-$21,440-$21,440
MICHAEL DUFFIELDBoard Member-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOMPANIONS AND ANIMALS FOR REFORM AND EQUITY2023 VISION: HUMAN AND ANIMAL WELL-BEINGPCBALTIMORE, MD, US$1,466,000
Paid GrantSAN FRANCISCO SPCA2022 - 2025 COMET PROGRAMPCSAN FRANCISCO, CA, US$1,158,767
Paid GrantUC DAVIS FOUNDATIONBEHAVIORAL EUTHANASIA STUDYPCDAVIS, CA, US$1,137,345
Paid GrantCORNELL UNIVERSITYMADDIE'S SHELTER MEDICINE PROGRAM, YEARS 20 - 24 CONTINUATION GRANTPCITHACA, NY, US$935,000
Paid GrantHUMANE RESCUE ALLIANCECOMMUNITY CONVERSATIONS STEERING COMMITTEE 2024-25PCWASHINGTON, DC, US$878,993
Paid GrantUNIVERSITY OF WISCONSIN-MADISONMADDIE'S CLINICAL INSTRUCTORNCMADISON, WI, US$827,014
Paid GrantBEST FRIENDS ANIMAL SOCIETY2022 - 2025 SHELTER EMBED PROGRAMPCKANAB, UT, US$750,000
Paid GrantUNIVERSITY OF TENNESSEEALIGNCARE'S 5-YEAR STRATEGIC PLAN THROUGH 2029NCKNOXVILLE, TN, US$704,983
Paid GrantINQUIRING SYSTEMS INCMADDIE'S UNIVERSITY ONLINE COURSE DEVELOPMENT - DEEP DIVE MODULESPCSANTA ROSA, CA, US$625,000
Paid GrantAUSTIN PETS ALIVECOMMUNITY CONVERSATIONS STEERING COMMITTEE 2024-25PCAUSTIN, TX, US$572,500
Paid GrantJOYBOUND PEOPLE & PETS2024 BRING YOUR DOG TO WORKDAYPCWALNUT CREEK, CA, US$405,000
Paid GrantOPEN DOOR VETERINARY COLLECTIVE2025 - 2027 MADDIE'S MILLION PET CHALLENGEPCGRAND RAPIDS, OH, US$403,103
Paid GrantUNIVERSITY OF FLORIDA FOUNDATIONMADDIE'S MILLION PET CHALLENGEPCGAINESVILLE, FL, US$335,090
Paid GrantALIGNCARE HEALTH INCCOMMUNITY CONVERSATIONS - OCTOBER 2024 - MONTHLY WINNERPCKNOXVILLE, TN, US$330,000
Paid GrantTEAM SHELTER USA LLC2025 MADDIE'S MILLION PET CHALLENGENCCORAL SPRINGS, FL, US$310,000
Paid GrantNATIONAL ANIMAL CARE & CONTROL ASSOCIATION2024 - 2026 OPERATIONS SUPPORTPCLINDSBORG, KS, US$260,000
Paid GrantBROTHER WOLF ANIMAL RESCUE2024 HURRICANE RELIEF GRANTPCASHEVILLE, NC, US$250,000
Paid GrantKENT ANIMAL SHELTERCAPITAL CAMPAIGNPCCALVERTON, NY, US$250,000
Paid GrantFRIENDS OF OAKLAND ANIMAL SERVICESCOMMUNITY CLINICSPCOAKLAND, CA, US$203,610
Paid GrantPROJECT STREET VETSTRATEGIC PLANNING CONSULTANT - YEAR 2 & 3PCENCINITAS, CA, US$150,000
Paid GrantJVR SHELTER STRATEGIES LLCCOMMUNITY ENGAGEMENT CASE STUDYNCBELMONT, CA, US$141,000
Paid GrantTHE PAW MISSION INC2024 - 2025 CONFERENCE SCHOLARSHIP FUNDPOFYUCAIPA, CA, US$120,000
Paid GrantHUMANE WORLD FOR ANIMALS2025 ANIMAL CARE EXPO SPONSORSHIPPCWASHINGTON, DC, US$90,460
Paid GrantASSOCIATION OF SHELTER VETERINARIANSDENTAL CARE PLANNING GRANTPCAPEX, NC, US$80,000
Paid GrantTHE INNER PUP2025 COMMUNITY HEALTH FAIR FOR PEOPLE & PETS SPONSORSHIPPCNEW ORLEANS, LA, US$79,488
Paid GrantTHE ASSOCIATION FOR ANIMAL WELFARE ADVANCEMENT2024 FALL CONFERENCE SCHOLARSHIPSNCSURPRISE, AZ, US$76,000
Paid GrantNATIVES IN VETMED2025 CONFERENCE AND CLINICAL PRACTICE EXPERIENCE SCHOLARSHIP FUNDPCFORT COLLINS, CO, US$75,000
Paid GrantMULTICULTURAL VETERINARY MEDICAL ASSOCIATIONOPEN ACCESS FEESPCSILVERDALE, WA, US$68,108
Paid GrantUNDERDOG PET RESCUEULTRASOUND MACHINEPCMONONA, WI, US$65,000
Paid GrantLUCKY DOG ANIMAL RESCUE2025 SCHOLARSHIPS FOR RURAL ORGANIZATIONSPCARLINGTON, VA, US$62,000
Paid GrantASHEVILLE HUMANE SOCIETY2024 HURRICANE RELIEF GRANTPCASHEVILLE, NC, US$50,000
Paid GrantHOUSING EQUITY & ADVOCACY RESOURCE TEAM2024 GENERAL OPERATING SUPPORTPCLOS ANGELES, CA, US$50,000
Paid GrantNATIONAL KITTEN COLLEGEMADDIE'S UNIVERSITY ONLINE COURSE DEVELOPMENT (SERIES) - KITTEN COLLEGEPCARLINGTON, VA, US$50,000
Paid GrantOPERATION KINDNESS2025 TEXAS UNITES CONFERENCE SCHOLARSHIPSPCCARROLLTON, TX, US$50,000
Paid GrantPASCO COUNTY BOARD OF COUNTY COMMISSIONERS2024 HURRICANE RELIEF GRANTGOVLAND O LAKES, FL, US$50,000
Paid GrantMY DOG IS MY HOME2025 CO-SHELTERING CONFERENCE SCHOLARSHIPSPCRIDGEWOOD, NY, US$46,000
Paid GrantGOOD SHEPHERD HUMANE SOCIETY30TH ANNIVERSARY HERO AWARDSPCEUREKA SPRINGS, AR, US$45,000
Paid GrantLOVE FOR ANIMALS INC30TH ANNIVERSARY HERO AWARDSPCEAST POINT, GA, US$32,000
Paid GrantVETERINARY CARE ACCESSIBILITY PROJECTPET HEALTH INSURANCE RESEARCHPCROCHESTER, MI, US$31,074
Paid GrantATLANTA DOG MOM FULL HEARTS30TH ANNIVERSARY HERO AWARDSPCATLANTA, GA, US$30,000
Paid GrantBERKELEY HUMANE2024 BARK AND MEOW AROUND THE BLOCK ADOPT-A-THON AND STREET FAIRPCBERKELEY, CA, US$30,000
Paid GrantEVERY DOG BEHAVIOR TRAINING30TH ANNIVERSARY HERO AWARDSPCAUSTIN, TX, US$30,000
Paid GrantFREE DOG TRAINERS30TH ANNIVERSARY HERO AWARDSPCROHNERT PARK, CA, US$30,000
Paid GrantLOVING PAWS INC30TH ANNIVERSARY HERO AWARDSPCVAN NUYS, CA, US$30,000
Paid GrantNAGI FOUNDATION30TH ANNIVERSARY HERO AWARDSPCQUEEN CREEK, AZ, US$30,000
Paid GrantWISCONSIN FOUNDATION AND ALUMNI ASSOCIATIONFELINE H5N1 OUTBREAK RESPONSEPCMADISON, WI, US$30,000
Paid GrantALLIANCE FOR CONTRACEPTION IN CATS & DOGS2025 - 2027 OPERATIONSPCPORTLAND, OR, US$25,000
Paid GrantFURRY FRIENDS ADOPTION CLINIC & RANCH2024 HURRICANE RELIEF GRANTPCJUPITER, FL, US$25,000
Paid GrantPENFED FOUNDATION2025 CHAMPIONS TO THE RESCUEPCALEXANDRIA, VA, US$25,000
Paid GrantAWESIINYAG ARE LOVEDCOMMUNITY CONVERSATIONS STEERING COMMITTEE 2024-25PCRED LAKE, MN, US$20,000
Paid GrantGREENVILLE COUNTY ANIMAL CARE2024 HURRICANE RELIEF GRANTGOVGREENVILLE, SC, US$20,000
Paid GrantALAQUA ANIMAL REFUGE INC2024 HURRICANE RELIEF GRANTPCFREEPORT, FL, US$15,000
Paid GrantANIMAL GRANTMAKERS2024 CONFERENCE AND OPERATIONSPCMEDIA, PA, US$15,000
Paid GrantBINX'S HOME FOR BLACK CATS CO2024 HURRICANE RELIEF GRANTPCASHEVILLE, NC, US$15,000
Paid GrantCALIFORNIA ANIMAL WELFARE ASSOCIATION2025 CEO FORUM SPONSORSHIPPCPENN VALLEY, CA, US$15,000
Paid GrantPEAK GRANTMAKING INC2025 COMMUNITY HEALTH FAIR FOR PEOPLE & PETS SPONSORSHIPPCWASHINGTON, DC, US$15,000
Paid GrantRUNAWAYS ANIMAL RESCUE2024 HURRICANE RELIEF GRANTPOFPORT RICHEY, FL, US$15,000
Paid GrantUNICOI COUNTY ANIMAL SHELTER2024 HURRICANE RELIEF GRANTPCERWIN, TN, US$15,000
Paid GrantBLACK PET BUSINESS NETWORKMADDIE'S UNIVERSITY ONLINE COURSE DEVELOPMENT - PET GROOMINGPCOCOEE, FL, US$10,000
Paid GrantCITY OF LIVE OAK2024 HURRICANE RELIEF GRANTGOVLIVE OAK, FL, US$10,000
Paid GrantFUREVERILOVEATLANTA INC2024 HURRICANE RELIEF GRANTPCATLANTA, GA, US$10,000
Paid GrantGLOBAL ADVOCATES AND ALLIES2024 HURRICANE RELIEF GRANTPCNORTH MIAMI, FL, US$10,000
Paid GrantHATCHING LLCCOMMUNITY CONVERSATIONS STEERING COMMITTEE 2024-25NCSANTA MONICA, CA, US$10,000
Paid GrantLIL BUB'S BIG FUNDCOMMUNITY CONVERSATIONS STEERING COMMITTEE 2024-25PCBLOOMINGTON, IN, US$10,000
Paid GrantONE TAIL AT A TIME NFPMADDIE'S UNIVERSITY COURSE DEVELOPMENT ON LEASH REACTIVITYPCCHICAGO, IL, US$10,000
Paid GrantSPOKANE HUMANE SOCIETYOPEN ARMS CHALLENGE 2024PCSPOKANE, WA, US$10,000
Paid GrantSTELLAFIRMA STRATEGIES LLCCOMMUNITY CONVERSATIONS STEERING COMMITTEE 2024-25NCBALTIMORE, MD, US$10,000
Paid GrantTHE RETRIEVERSMADDIE'S UNIVERSITY ONLINE COURSE DEVELOPMENT - LOST DOG PREVENTIONPCWOODBURY, MN, US$10,000
Paid GrantPERRY LEBARON VENTURES LLC2025 ONLINE CAT CONFERENCE SCHOLARSHIPSNCWARREN, VT, US$7,500
Paid GrantASSOCIATION OF PROFESSIONAL HUMANE EDUCATORS2025 ANNUAL CONFERENCE SCHOLARSHIPSPCALAMEDA, CA, US$7,000
Paid GrantBEAUTIFUL HEARTS RESCUEOPEN ARMS CHALLENGE 2024PCSHELL LAKE, WI, US$5,000
Paid GrantBUSTER'S PAW PRINTSOPEN ARMS CHALLENGE 2024PCRED BLUFF, CA, US$5,000
Paid GrantINTERNATIONAL ASSOCIATION OF VETERINARY SOCIAL WORK2024 VIRTUAL CONFERENCEPCTWINSBURG, OH, US$5,000
Paid GrantKAY TURPIN ANIMAL RESCUE FUND INCCOMMUNITY CONVERSATIONS - FEBRUARY 2025 - MONTHLY WINNERPCLEBANON, KY, US$5,000
Paid GrantLIFELINE ORO VALLEY ANIMAL RESCUEOPEN ARMS CHALLENGE 2024PCORO VALLEY, AZ, US$5,000
Paid GrantMUTTVILLE2024 BRING YOUR DOG TO WORKDAYPCSAN FRANCISCO, CA, US$5,000
Paid GrantNEBRASKA HUMANE SOCIETYCOMMUNITY CONVERSATIONS - JANUARY 2025 - MONTHLY WINNERPCOMAHA, NE, US$5,000
Paid GrantPAWS CLAWS AND HOOVES ANIMAL RESCUE & SANCTUARY INCOPEN ARMS CHALLENGE 2024PCSNOWFLAKE, AZ, US$5,000
Paid GrantTHE CAT SANCTUARYCOMMUNITY CONVERSATIONS - APRIL 2025 - MONTHLY WINNERPCEUGENE, OR, US$5,000
Paid GrantVALLEY HUMANE SOCIETY-CA2024 BRING YOUR DOG TO WORKDAYPCPLEASANTON, CA, US$5,000
Paid GrantWANDERERS' REST HUMANE ASSOCIATIONOPEN ARMS CHALLENGE 2024PCCANASTOTA, NY, US$5,000
Paid GrantPAWS AND CLAWS CHICAGO RESCUEMPF MONTHLY GRANT GIVEAWAY - AUGUST 2024PCEVANSTON, IL, US$3,500
Paid GrantCLOWDER 9 RANCH INCMPF MONTHLY GRANT GIVEAWAY - APRIL 2025PCBUHL, ID, US$3,000
Paid GrantFAUNALYTICSFAUNA CONNECTIONS RESEARCH SYMPOSIUM 2024 SPONSORSHIPPCSAN DIEGO, CA, US$3,000
Paid GrantGREENHILL HUMANE SOCIETYMPF MONTHLY GRANT GIVEAWAY - MAY 2025PCEUGENE, OR, US$3,000
Paid GrantHART COUNTY ANIMAL SHELTERMPF MONTHLY GRANT GIVEAWAY - JUNE 2024GOVMUNFORD, KY, US$3,000
Paid GrantHEBER VALLEY ANIMAL SERVICESMPF MONTHLY GRANT GIVEAWAY - JANUARY 2025GOVHEBER CITY, UT, US$3,000
Paid GrantHUMANE SOCIETY OF THE PALOUSEMPF MONTHLY GRANT GIVEAWAY - SEPTEMBER 2024PCMOSCOW, ID, US$3,000
Paid GrantMENDED PAWS SANCTUARYMPF MONTHLY GRANT GIVEAWAY - JULY 2024PCBLYTHEVILLE, AR, US$3,000
Paid GrantRANCHO COASTAL HUMANE SOCIETYMPF MONTHLY GRANT GIVEAWAY - OCTOBER 2024PCENCINITAS, CA, US$3,000
Paid GrantROANOKE VALLEY SPCAMPF MONTHLY GRANT GIVEAWAY - NOVEMBER 2024PCROANOKE, VA, US$3,000
Paid GrantSANTA BARBARA COUNTY ANIMAL SERVICESMPF MONTHLY GRANT GIVEAWAY - MARCH 2025GOVSANTA BARBARA, CA, US$3,000
Paid GrantSPRING BRANCH RESCUEMPF MONTHLY GRANT GIVEAWAY - FEBRUARY 2025PCRICHMOND, TX, US$3,000
Paid GrantALL KIND ANIMAL INITIATIVECOMMUNITY CONVERSATIONS - JULY 2024 - MONTHLY WINNERPCABILENE, TX, US$2,500
Paid GrantAMERICAN MALTESE ASSOCIATION RESCUECOMMUNITY CONVERSATIONS - SEPTEMBER 2024 - MONTHLY WINNERPCFORT BRAGG, CA, US$2,500
Paid GrantCHATTAHOOCHEE HUMANE SOCIETYCOMMUNITY CONVERSATIONS - SEPTEMBER 2024 - MONTHLY WINNERPCVALLEY, AL, US$2,500
Paid GrantDEAR OLD GEEZERSCOMMUNITY CONVERSATIONS - MARCH 2025 - MONTHLY WINNERPCBURLINGTON, TX, US$2,500
Paid GrantDIRTY LITTLE PAWSCOMMUNITY CONVERSATIONS - DECEMBER 2024 - MONTHLY WINNERPCOCEANSIDE, CA, US$2,500
Paid GrantGEORGIA HEARTLAND HUMANE SOCIETYCOMMUNITY CONVERSATIONS - AUGUST 2024 - MONTHLY WINNERPCNEWNAN, GA, US$2,500
Paid GrantHALLS HOPEFUL HOUNDS RESCUE COCOMMUNITY CONVERSATIONS - MAY 2025 - MONTHLY WINNERPCMCDONOUGH, GA, US$2,500
Paid GrantHANDICAPPED PETS FOUNDATIONCOMMUNITY CONVERSATIONS - MARCH 2025 - MONTHLY WINNERPCNASHUA, NH, US$2,500
Paid GrantLAKESHORE HUMANE SOCIETYCOMMUNITY CONVERSATIONS - NOVEMBER 2024 - MONTHLY WINNERPCMANITOWOC, WI, US$2,500
Paid GrantLC'S FOUNDATIONCOMMUNITY CONVERSATIONS - MAY 2025 - MONTHLY WINNERPCSOUTHFIELD, MI, US$2,500
Paid GrantOSHKOSH AREA HUMANE SOCIETYNATIONAL FOSTER SURVEY 2024PCOSHKOSH, WI, US$2,500
Paid GrantPAWS OF GRAYS HARBORCOMMUNITY CONVERSATIONS - DECEMBER 2024 - MONTHLY WINNERPCABERDEEN, WA, US$2,500
Paid GrantSAN MATEO COUNTY ANIMAL CONTROL AND LICENSINGCOMMUNITY CONVERSATIONS - JUNE 2024 - MONTHLY WINNERGOVSAN MATEO, CA, US$2,500
Paid GrantSOL DOG LODGE AND TRAINING CENTERCOMMUNITY CONVERSATIONS - NOVEMBER 2024 - MONTHLY WINNERPCTUCSON, AZ, US$2,500
Paid GrantTHE ANIMAL MISSIONCOMMUNITY CONVERSATIONS - JUNE 2024 - MONTHLY WINNERPCCOLUMBIA, SC, US$2,500
Paid GrantADVOCATES FOR ABUSED AND ABANDONED PETS A3POPEN ARMS CHALLENGE 2024PCSPOTSYLVANIA, VA, US$2,000
Paid GrantAGGIELAND HUMANE SOCIETYOPEN ARMS CHALLENGE 2024PCBRYAN, TX, US$2,000
Paid GrantALBERT'S DOG LOUNGE RESCUEOPEN ARMS CHALLENGE 2024PCWHITEWATER, WI, US$2,000
Paid GrantANIMAL HOUSE CAT RESCUE AND ADOPTION CENTEROPEN ARMS CHALLENGE 2024PCSAINT LOUIS, MO, US$2,000
Paid GrantAUSTIN HUMANE SOCIETYOPEN ARMS CHALLENGE 2024PCAUSTIN, TX, US$2,000
Paid GrantBARTHOLOMEW COUNTY HUMANE SOCIETYOPEN ARMS CHALLENGE 2024PCCOLUMBUS, IN, US$2,000
Paid GrantBRAVEHEART BULLIEZ RESCUEOPEN ARMS CHALLENGE 2024PCROSWELL, GA, US$2,000
Paid GrantCAT BY CAT INCOPEN ARMS CHALLENGE 2024PCEAST AMHERST, NY, US$2,000
Paid GrantCAT TALES RESCUE NCOPEN ARMS CHALLENGE 2024PCCHAPEL HILL, NC, US$2,000
Paid GrantCENTRAL DAKOTA HUMANE SOCIETYOPEN ARMS CHALLENGE 2024PCMANDAN, ND, US$2,000
Paid GrantCITY OF LOVINGTON ANIMAL CONTROLOPEN ARMS CHALLENGE 2024GOVLOVINGTON, NM, US$2,000
Paid GrantCITY OF SAGINAW ANIMAL SERVICESOPEN ARMS CHALLENGE 2024GOVSAGINAW, TX, US$2,000
Paid GrantCITY OF SANTA ROSA ANIMAL CONTROLOPEN ARMS CHALLENGE 2024GOVSANTA ROSA, NM, US$2,000
Paid GrantCOMMUNITY ANIMAL MEDICINE PROJECTOPEN ARMS CHALLENGE 2024PCSAN PEDRO, CA, US$2,000
Paid GrantDARLINGTON COUNTY HUMANE SOCIETYOPEN ARMS CHALLENGE 2024PCDARLINGTON, SC, US$2,000
Paid GrantEAST BAY SPCAOPEN ARMS CHALLENGE 2024PCOAKLAND, CA, US$2,000
Paid GrantFEBRUARY STAR SANCTUARYOPEN ARMS CHALLENGE 2024PCKNOXVILLE, MD, US$2,000
Paid GrantFERAL FREEDOM NORTHERN CALIFORNIAOPEN ARMS CHALLENGE 2024PCSAN MARTIN, CA, US$2,000
Paid GrantFERNDALE CAT SHELTEROPEN ARMS CHALLENGE 2024PCFERNDALE, MI, US$2,000
Paid GrantFRANKIE & ANDY'SOPEN ARMS CHALLENGE 2024PCWINDER, GA, US$2,000
Paid GrantHAPPY LIFE ANIMAL RESCUEOPEN ARMS CHALLENGE 2024PCPAWLING, NY, US$2,000
Paid GrantHOOD RIVER ADOPT A DOGOPEN ARMS CHALLENGE 2024PCHOOD RIVER, OR, US$2,000
Paid GrantHUMANE SOCIETY ELKHART COUNTYOPEN ARMS CHALLENGE 2024PCBRISTOL, IN, US$2,000
Paid GrantHUMANE SOCIETY NAPLESOPEN ARMS CHALLENGE 2024PCNAPLES, FL, US$2,000
Paid GrantHUMANE SOCIETY OF SOUTHERN WISCONSINOPEN ARMS CHALLENGE 2024PCJANESVILLE, WI, US$2,000
Paid GrantHUMANE SOCIETY OF THE TREASURE COASTOPEN ARMS CHALLENGE 2024PCPALM CITY, FL, US$2,000
Paid GrantKARMA CAT RESCUEOPEN ARMS CHALLENGE 2024PCMOUNTAIN VIEW, CA, US$2,000
Paid GrantKENOL'S CATSOPEN ARMS CHALLENGE 2024PCELIZABETH, NJ, US$2,000
Paid GrantKITTY RESCUE CORPOPEN ARMS CHALLENGE 2024PCNEW PORT RICHEY, FL, US$2,000
Paid GrantLAKE OCONEE HUMANE SOCIETYOPEN ARMS CHALLENGE 2024PCGREENSBORO, GA, US$2,000
Paid GrantMATCHDOG RESCUEOPEN ARMS CHALLENGE 2024PCMARLTON, NJ, US$2,000
Paid GrantMISFIT FELINESOPEN ARMS CHALLENGE 2024PCSTOUGHTON, WI, US$2,000
Paid GrantNUZZLES & CO PET RESCUE AND ADOPTIONOPEN ARMS CHALLENGE 2024PCPEOA, UT, US$2,000
Paid GrantOAHU SPCAOPEN ARMS CHALLENGE 2024PCWAHIAWA, HI, US$2,000
Paid GrantPARTNERS FOR PETS HUMANE SOCIETYOPEN ARMS CHALLENGE 2024PCTROY, IL, US$2,000
Paid GrantPEOPLE FOR ANIMALSOPEN ARMS CHALLENGE 2024PCHILLSIDE, NJ, US$2,000
Paid GrantPOLK COUNTY BULLY PROJECTOPEN ARMS CHALLENGE 2024PCLAKELAND, FL, US$2,000
Paid GrantROUTT COUNTY HUMANE SOCIETYOPEN ARMS CHALLENGE 2024PCSTEAMBOAT SPRINGS, CO, US$2,000
Paid GrantSILVERSTRAY SOCIALOPEN ARMS CHALLENGE 2024PCLA PORTE, IN, US$2,000
Paid GrantSPAYED AND AID OF KENTUCKYOPEN ARMS CHALLENGE 2024PCRUSSELLVILLE, KY, US$2,000
Paid GrantSPCA OF WAKE COUNTYOPEN ARMS CHALLENGE 2024PCRALEIGH, NC, US$2,000
Paid GrantSPEAK FOR ANIMALSOPEN ARMS CHALLENGE 2024PCGREENVILLE, SC, US$2,000
Paid GrantSUMMIT COUNTY ANIMAL CONTROL AND SHELTEROPEN ARMS CHALLENGE 2024GOVFRISCO, CO, US$2,000
Paid GrantSUNCOAST HUMANE SOCIETYOPEN ARMS CHALLENGE 2024PCENGLEWOOD, FL, US$2,000
Paid GrantTHE ANIMAL FOUNDATIONOPEN ARMS CHALLENGE 2024PCLAS VEGAS, NV, US$2,000
Paid GrantTHE ANTI-CRUELTY SOCIETYOPEN ARMS CHALLENGE 2024PCCHICAGO, IL, US$2,000
Paid GrantTHE LIFE OF KAI COMPASSION CONNECTIONS INCOPEN ARMS CHALLENGE 2024PCDAVIS, CA, US$2,000
Paid GrantVANDERBURGH HUMANE SOCIETY INCOPEN ARMS CHALLENGE 2024PCEVANSVILLE, IN, US$2,000
Paid GrantWILLIAMSON COUNTY ANIMAL CENTEROPEN ARMS CHALLENGE 2024GOVFRANKLIN, TN, US$2,000
Paid GrantWINCHESTER AREA SPCAOPEN ARMS CHALLENGE 2024PCWINCHESTER, VA, US$2,000
Paid GrantAMERICAN COLLEGE OF VETERINARY BEHAVIORISTS2025 ACVB SYMPOSIUM SPONSORSHIPPCPROVIDENCE, RI, US$1,000
Paid GrantCAT GUARDIANS TNR & RESCUEMPF QUARTERLY GIVEAWAY - FY24-25 QUARTER 3PCSALINAS, CA, US$1,000
Paid GrantCENTRAL FLORIDA COMMUNITY PET CLINICMPF QUARTERLY GIVEAWAY - FY24-25 QUARTER 1PCDEBARY, FL, US$1,000
Paid GrantERIE COUNTY SPCAOPEN ARMS CHALLENGE 2024PCWEST SENECA, NY, US$1,000
Paid GrantHEARTS ALIVE VILLAGEMPF QUARTERLY GIVEAWAY - FY24-25 QUARTER 2PCLAS VEGAS, NV, US$1,000
Paid GrantHUMAN AND PET INITIATIVEOPEN ARMS CHALLENGE 2024PCOAKLAND, CA, US$1,000
Paid GrantPASADO'S SAFE HAVENOPEN ARMS CHALLENGE 2024PCMONROE, WA, US$1,000
Paid GrantPAWS FOR LIFE NCOPEN ARMS CHALLENGE 2024PCYOUNGSVILLE, NC, US$1,000
Paid GrantPRALINE'S BACKYARD FOUNDATION INCOPEN ARMS CHALLENGE 2024PCATLANTA, GA, US$1,000
Paid GrantSALEM FRIENDS OF FELINESOPEN ARMS CHALLENGE 2024PCKEIZER, OR, US$1,000
Paid GrantSOURIS VALLEY ANIMAL SHELTEROPEN ARMS CHALLENGE 2024PCMINOT, ND, US$1,000
Paid GrantSOUTHERN PINES ANIMAL SHELTEROPEN ARMS CHALLENGE 2024PCHATTIESBURG, MS, US$1,000
Paid GrantTHE ANIMAL PROTECTIVE ASSOCIATION OF MISSOURIOPEN ARMS CHALLENGE 2024PCBRENTWOOD, MO, US$1,000
Paid GrantTREE HOUSE HUMANE SOCIETYOPEN ARMS CHALLENGE 2024PCCHICAGO, IL, US$1,000
Paid GrantWHISKERS N WISHES SANCTUARYOPEN ARMS CHALLENGE 2024PCMARANA, AZ, US$1,000
Paid GrantCARING FOR CANINESNATIONAL FOSTER SURVEY 2024PCPHOENIX, AZ, US$500
Paid GrantFANCY CATS AND DOGS RESCUE TEAMNATIONAL FOSTER SURVEY 2024PCHERNDON, VA, US$500
Paid GrantFRANKIE'S FRIENDS CAT RESCUENATIONAL FOSTER SURVEY 2024PCNEW KENSINGTON, PA, US$500
Paid GrantFRIENDS OF JACKSON COUNTY ANIMAL SHELTERNATIONAL FOSTER SURVEY 2024PCGAINSBORO, TN, US$500
Paid GrantHANCOCK COUNTY HUMANE FOUNDATIONNATIONAL FOSTER SURVEY 2024PCNEW CUMBERLAND, WV, US$500
Paid GrantJOPLIN HUMANE SOCIETY INCNATIONAL FOSTER SURVEY 2024PCJOPLIN, MO, US$500
Paid GrantSUN CITIES 4 PAWS RESCUENATIONAL FOSTER SURVEY 2024PCYOUNGTOWN, AZ, US$500
Paid GrantTOWN OF GREECE ANIMAL CONTROLNATIONAL FOSTER SURVEY 2024GOVROCHESTER, NY, US$500
Filing and Contact Details

Filer

Filer Name
The Duffield Family Foundation
EIN
94-3362163
Phone
9253105450
Address
6150 STONERIDGE MALL RD 125, PLEASANTON, CA 94588

Signing Officer

Name
Amy Zeifang
Title
Chairman
Phone
9253105450
Signed
2026-03-09
Discuss with paid preparer
Yes

Preparer

Firm
Armanino Advisory LLC
Address
2700 CAMINO RAMON STE 350, SAN RAMON, CA 94583-5004
Preparer
Katy Brown
Phone
9257902600
Raw XML AppendixShowing 400 of 2,583 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt041524
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt11NO DIVERSION OF GRANT FUNDS WAS FOUND
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0HATCHING LLC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1JVR SHELTER STRATEGIES LLC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt2JVR SHELTER STRATEGIES LLC
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt11THE ASSOCIATION FOR ANIMAL WELFARE ADVANCEMENT
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd2CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd3VT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd4VT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd5VT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd6VT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd7FL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd8MD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd9FL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd10FL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd11AZ
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd12AZ
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd13AZ
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd090402
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd194002
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd294002
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd305674
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd405674
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd505674
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd605674
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd734668
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd821224
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd933065
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1033065
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1185374
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1285374
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1385374
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0990PF, FORM 5471, SCHEDULE B, PART II
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0DIRECT SHAREHOLDERS OF FOREIGN CORPORATION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE DUFFIELD FAMILY FOUNDATION DBA MADDIE'S FUND ("DUFFIELD") HOLDS AN OWNERSHIP INTEREST IN HIGHVISTA INTERNATIONAL PARTNERS (OFFSHORE), LP ("HIGHVISTA"). HIGHVISTA IS A LIMITED PARTNERSHIP FORMED UNDER THE LAWS OF THE CAYMAN ISLANDS THAT HAS ELECTED TO BE CLASSIFIED AS AN ASSOCIATION TAXABLE AS A CORPORATION FOR U.S. FEDERAL INCOME TAX PURPOSES. HIGHVISTA IS ORGANIZED AS A CAYMAN ISLANDS LIMITED PARTNERSHIP AND DOES NOT ISSUE FORMAL STOCK CERTIFICATES UNDER LOCAL LAW. HOWEVER, THE ENTITY'S OWNERSHIP INTERESTS ARE TREATED AS STOCK FOR U.S. TAX REPORTING PURPOSES UNDER THE ENTITY CLASSIFICATION ELECTION. THE OWNERSHIP INFORMATION SHOWN ON FORM 5471, SCHEDULE B, PART II DOES NOT REPRESENT DUFFIELD'S ACTUAL OWNERSHIP PERCENTAGES. DUFFIELD'S OWNERSHIP PERCENTAGE IN HIGHVISTA IS AS FOLLOWS: BEGINNING OF YEAR: 10.46% END OF YEAR: 10.46%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0SCHWAB INVESTMENTS:2833-4537 - BRECKINRIDGE FIXED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt011250339
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt011250339
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0102358784
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15738412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt292143808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0102358784
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15738412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt292143808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SCHWAB INVESTMENTS:4921-9181 - LONG TERM EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SCHWAB INVESTMENTS:7649-7489 - FMI EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2SCHWAB INVESTMENTS:8037-2136 - EQUITIES, FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0792302
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1863245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt213944314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3143982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt43396376
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5253162
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt628706935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7106847
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8264892
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt97210454
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10235556
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11593707
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MS 838-012194 S CASH HELD IN INVESTMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MS 838-012475 CASH HELD IN INVESTMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MS 838-012475 ALTERNATIVE INVESTMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3GS 08337-8 ALT ASSETS - CASH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4GS 08337-8 ALT ASSETS - ALTERNATIVE INVESTMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5NT 2623550 CASH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6NT 2623550 ALTERNATIVE INVESTMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7SCHWAB INVESTMENTS:2833-4537 - BRECKINRIDGE CASH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8SCHWAB INVESTMENTS:4921-9181 - LONG TERM CASH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9SCHWAB INVESTMENTS:6859-6498 - SHORT TERM CASH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10SCHWAB INVESTMENTS:7649-7489 - FMI CASH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11SCHWAB INVESTMENTS:8037-2136 - CASH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0792302
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1863245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt213944314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3143982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43396376
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5253162
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt628706935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7106847
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8264892
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt97210454
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10235556
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11593707
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt07985612
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt09105308
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt020654
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MISCELLANEOUS INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1PARTNERSHIP INCOME/LOSS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0925
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt182603
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt036339
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt017195102
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt036339
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt017231441
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0154006
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt041524
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0195293
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt09105308
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0863852
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt018280
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0883861
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt014006035
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt011000947
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0332
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt016330
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07985612
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07985612
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1057270
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0101525421
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt056033
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt020654
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt020654
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt056033
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt029219
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt068
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt029141
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt09105308
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt015785387
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt042109
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt040903
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt02255795
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt02307512
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0591293
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0562656
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01214377
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt083528
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0119867
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0360770
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0724270
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01099897
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0855280
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0858981
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06884
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0428874
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt019294362
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01409715
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt018289043
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt017195102
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt017231773
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05288327
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01409715
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07288096
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0136003
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0156894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12024-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32024-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52024-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02614834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt136620793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22753732
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt350430754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0408292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-44085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33897735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4415412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt54420836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0408292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-44085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33897735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4415412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt54420836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0408292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22570749
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt340518528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43169144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt554851590
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/PropertyDesc0ALTERNATIVE ASSETS K-1'S
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NT ALTERNATIVE ASSETS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SCHWAB BRECKINRIDGE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SCHWAB LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SCHWAB FMI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SCHWAB 2136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02025-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12025-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22025-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32025-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42025-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52025-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09105308
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1057270
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0856772
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt014778706
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0256046212
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0242324776
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0255189440
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt013034108
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt012804720
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt013034108
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt013024137
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt0229388
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0219417
IRS990PF/DistributableAmountGrp/TotalTaxAmt0219417
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0106591
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0326008
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0219417
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0106591
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0219417
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0219417
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0326008
IRS990PF/FMVAssetsEOYAmt0277555479
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0334304
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0425828
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0445794
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0596087
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0596087
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt010632740
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt011250339
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt011250339
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0199617643
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0200241004
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0200241004
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt01498593

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