Civic Intelligence

Upjohn California Fund

EIN 94-6065219 • Carmel Valley, CA

PO Box 90Carmel Valley, CA 93924
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

37th percentile

0.00x

Higher debt load relative to revenue than 37% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Net Margin

5th percentile

-101%

Higher net margin than 5% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

10th percentile

-17%

Faster asset growth than 10% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

22nd percentile

-10%

Faster revenue growth than 22% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,298,792

Down $266,206 (-17%) from 2024

Liabilities

Down

$149

Down $210,637 (-100%) from 2024

Net Assets

Down

$1,298,643

Down $55,569 (-4.1%) from 2024

Operations
Liabilities / Revenue37th percentileNet Margin5th percentile

Revenue

Down

$54,809

Down $6,209 (-10%) from 2024

Expenses

Up

$110,378

Up $3,291 (+3.1%) from 2024

Net Income

Down

-$55,569

Down $9,500 (-21%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,438,646Liabilities 2012: $02012Assets 2013: $1,396,006Liabilities 2013: $0Net Assets 2013: $1,396,0062013Assets 2014: $1,379,304Liabilities 2014: $0Net Assets 2014: $1,379,3042014Assets 2015: $1,326,371Liabilities 2015: $0Net Assets 2015: $1,326,3712015Assets 2016: $1,254,175Liabilities 2016: $0Net Assets 2016: $1,254,1752016Assets 2018: $1,307,849Liabilities 2018: $0Net Assets 2018: $1,307,8492018Assets 2019: $1,686,192Liabilities 2019: $02019Assets 2020: $1,612,096Liabilities 2020: $703Net Assets 2020: $1,611,3932020Assets 2021: $1,535,516Liabilities 2021: $811Net Assets 2021: $1,534,7052021Assets 2022: $1,459,715Liabilities 2022: $93Net Assets 2022: $1,459,6222022Assets 2023: $1,401,106Liabilities 2023: $825Net Assets 2023: $1,400,2812023Assets 2024: $1,564,998Liabilities 2024: $210,786Net Assets 2024: $1,354,2122024Assets 2025: $1,298,792Liabilities 2025: $149Net Assets 2025: $1,298,6432025

Highlighted filing

2025

Assets$1,298,792
Liabilities$149
Net Assets$1,298,643
Open 2025 Filing

Operations Trend

Revenue Growth22nd percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $70,732Expenses 2012: $111,223Net Income 2012: -$40,4912012Expenses 2013: $112,0952013Revenue 2014: $103,657Expenses 2014: $120,359Net Income 2014: -$16,7022014Revenue 2015: $68,055Expenses 2015: $120,987Net Income 2015: -$52,9322015Revenue 2016: $46,197Expenses 2016: $118,393Net Income 2016: -$72,1962016Revenue 2018: $212,706Expenses 2018: $118,566Net Income 2018: $94,1402018Revenue 2019: $501,355Expenses 2019: $123,012Net Income 2019: $378,3432019Revenue 2020: $33,559Expenses 2020: $108,358Net Income 2020: -$74,7992020Revenue 2021: $35,489Expenses 2021: $112,177Net Income 2021: -$76,6882021Revenue 2022: $46,376Expenses 2022: $121,459Net Income 2022: -$75,0832022Revenue 2023: $53,871Expenses 2023: $113,212Net Income 2023: -$59,3412023Revenue 2024: $61,018Expenses 2024: $107,087Net Income 2024: -$46,0692024Revenue 2025: $54,809Expenses 2025: $110,378Net Income 2025: -$55,5692025

Highlighted filing

2025

Revenue$54,809
Expenses$110,378
Net Income-$55,569
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,298,792
Liabilities
$149
Net assets
$1,298,643
Revenue
$54,809
Expenses
$110,378
Net income
-$55,569
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.05$0.11$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.56$0.21$1.35$0.06$0.11$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.05$0.11$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.05$0.12$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.53$0.04$0.11$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.03$0.11$0.07
2019Summary only. Only limited summary data is available for this year.$1.69$0.00$0.50$0.12$0.38
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.21$0.12$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.05$0.12$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.07$0.12$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.10$0.12$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.11
2012Summary only. Only limited summary data is available for this year.$1.44$0.00$0.07$0.11$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Nov 5, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cynthia W HertleinPresident DirectorPT$0--
Nettie PorterVP-$0--
Lori SilverSecretary-$0--
Janyce AndersonTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-challenge grants-Monterey, CA, US$45,000
Paid Grant-school field trips-Santa Barbara, CA, US$3,000
Paid Grant-general support-San Luis Obispo, CA, US$3,000
Paid Grant-theraputic warm water exercise programs-Monterey, CA, US$3,000
Paid Grant-support sports complex-Salinas, CA, US$2,500
Paid Grant-exhibits-Carmel Valley, CA, US$2,000
Paid Grant-food pantry-Pacific Grove, CA, US$2,000
Filing and Contact Details

Filer

Filer Name
Upjohn California Fund
EIN
94-6065219
In Care Of
% Cynthia W Hertlein
Phone
8316592115
Address
PO Box 90, Carmel Valley, CA 93924

Signing Officer

Name
Cynthia W Hertlein
Title
President
Phone
8316592115
Signed
2025-11-05
Raw XML Appendix367 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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0long term CDs
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt065310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt191724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt284065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt399606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt526880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6113271
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt746867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt884420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt912893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0100093
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1187520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2154320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3193590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt412092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt538893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6138536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7108389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8151097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt915114
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Baron Real Estate Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Inveso S&P eql wt
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Invesco Russell 1000 eql wt
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Ishares Core S&P mid cap
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4I shares Cohen Steers
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Ishares EAFE Minimum Volatilit
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Janus Henderson Venture Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Fidelity Blue Chip Growth
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Fidelity Extended Mkt Index
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Wasatch Ultra Growth
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt047315
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt058902
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt06729
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt06927
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt010339
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt013698
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt030722
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt054759
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt054759
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt013698
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt060500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt060500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt010339
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt010339
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-55569
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt013698
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt030772
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt030772
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt013698
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt029621
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0640
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0640
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01279
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt024000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt024000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt048000
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0497
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0497
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt085191
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt025188
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0110378
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt054809
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt054809
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt024691
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt025188
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt049878
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt051
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt051
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt013698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt013698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt013698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Capital Gain Distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt013698
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-55569
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01298643
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01354212
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01298643
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt087139
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt087139
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt087139
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt087551
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0412
IRS990PF/DistributableAmountGrp/TotalTaxAmt0412
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0412
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0412
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0412
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0412
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt01775361
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0210786
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0149
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt080118
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0620457
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0634860
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01099644
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01354212
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01298643
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0809112
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0609888
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0609888
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01564998
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01298792
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01775361
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0210786
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0149
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01564998
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01298792
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01354212
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01298643
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt055311
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt054044
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt065829
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01777678
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0668647
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01109031
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt026665
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt087551
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01751013
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01777678
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.05
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.05
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
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/PersonNm0Cynthia W Hertlein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Nettie Porter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Lori Silver
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Janyce Anderson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO Box 90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Carmel Valley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Carmel Valley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Carmel Valley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Carmel Valley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093924
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd193924
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd293924
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd393924
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt085191
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt085191
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
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CYNTHIA HERTLEIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 90
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Carmel Valley
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093924
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08316592115
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Letter setting forth the grant amount and purpose. Include IRS determination letter and most recent annual financial statements and program budget.Include the mailing address and tax identification number of the requesting organization.Grants are awarded in September or October.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CYNTHIA W HERTLEIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08316592115
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 90
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Carmel Valley
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0939240090
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Tax exempt organizations only (no individuals).
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0August 31
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt045000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt43000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0challenge grants
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1school field trips
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2exhibits
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3general support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4theraputic warm water exercise programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5support sports complex
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6food pantry
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Monterey County Gives
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1California Missions Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Carmel Valley Historical Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3KCBX FM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Kernes Adaptive Aquatics
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Salinas Regional Sports Authority
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6St Marys by the Sea Episcopal Chu
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02354 Garden Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 23035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 1612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3100 Vachell Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt415 Portola Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt522576 Toreador Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6146 Twelfth St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Monterey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Santa Barbara
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Carmel Valley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3San Luis Obispo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Monterey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Salinas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Pacific Grove
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093940
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193121
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd293924
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd493940
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd593908
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd693950
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt024839
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt060352
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt087139
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt085191
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt062300
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt060352
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0postage and box rental
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1tax software
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Subscriptions
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4filing fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0213
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2352
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt475
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0213
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2352
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt475
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0426
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2703
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt048000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Cynthia Hertlein Fin Svcs
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt024000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt024000
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0497
TaxesSchedule/TaxesDetail/CategoryTxt0Form 990PF FYE2024
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0497
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CYNTHIA W HERTLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08316592115
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Upjohn California Fund
ReturnHeader/Filer/BusinessNameControlTxt0UPJO
ReturnHeader/Filer/EIN0946065219
ReturnHeader/Filer/InCareOfNm0% Cynthia W Hertlein
ReturnHeader/Filer/PhoneNum08316592115
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 90
ReturnHeader/Filer/USAddress/CityNm0Carmel Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093924
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-11-05T16:17:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-11-01
ReturnHeader/TaxPeriodEndDt02025-10-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.