Civic Intelligence

Friedberger Educational Fund

990PF • Fiscal year 2017 • EIN 94-6081078

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

Organization Profile
Bank Of Stockton P O Box 201014Stockton, CA 95201

(209) 929-1500

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

63rd percentile

$14,728

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 20.6% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

36th percentile

-0.9%

Faster asset growth than 36% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

346%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$826,236

Down $7,540 (-0.9%) from 2016

Net Assets

Down

$826,236

Down $7,540 (-0.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin22nd percentile

Revenue

Up

$71,517

Up $55,467 (+346%) from 2016

Expenses

Up

$79,057

Up $9,104 (+13%) from 2016

Net Income

Up

-$7,540

Up $46,363 (+86%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $909,020Liabilities 2011: $02011Assets 2012: $858,729Liabilities 2012: $02012Assets 2013: $942,531Liabilities 2013: $0Net Assets 2013: $942,5312013Assets 2014: $925,795Liabilities 2014: $0Net Assets 2014: $925,7952014Assets 2015: $887,679Liabilities 2015: $0Net Assets 2015: $887,6792015Assets 2016: $833,776Liabilities 2016: $0Net Assets 2016: $833,7762016Assets 2017: $826,236Liabilities 2017: $0Net Assets 2017: $826,2362017Assets 2018: $898,292Liabilities 2018: $0Net Assets 2018: $898,2922018Assets 2019: $864,565Liabilities 2019: $12019Assets 2020: $837,078Liabilities 2020: $0Net Assets 2020: $837,0782020Assets 2021: $1,046,980Liabilities 2021: $12021Assets 2022: $1,057,244Liabilities 2022: $0Net Assets 2022: $1,057,2442022Assets 2023: $1,018,231Liabilities 2023: $12023Assets 2024: $1,487,735Liabilities 2024: $0Net Assets 2024: $1,487,7352024

Highlighted filing

2017

Assets$826,236
Liabilities$0
Net Assets$826,236
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $123,426Expenses 2011: $65,039Net Income 2011: $58,3872011Revenue 2012: $9,741Expenses 2012: $60,032Net Income 2012: -$50,2912012Revenue 2013: $139,028Expenses 2013: $55,226Net Income 2013: $83,8022013Revenue 2014: $85,938Expenses 2014: $102,674Net Income 2014: -$16,7362014Revenue 2015: $38,600Expenses 2015: $76,716Net Income 2015: -$38,1162015Revenue 2016: $16,050Expenses 2016: $69,953Net Income 2016: -$53,9032016Revenue 2017: $71,517Expenses 2017: $79,057Net Income 2017: -$7,5402017Revenue 2018: $151,384Expenses 2018: $79,328Net Income 2018: $72,0562018Revenue 2019: $54,587Expenses 2019: $88,314Net Income 2019: -$33,7272019Revenue 2020: $51,795Expenses 2020: $79,282Net Income 2020: -$27,4872020Revenue 2021: $297,189Expenses 2021: $87,287Net Income 2021: $209,9022021Revenue 2022: $99,654Expenses 2022: $89,390Net Income 2022: $10,2642022Revenue 2023: $47,583Expenses 2023: $86,596Net Income 2023: -$39,0132023Revenue 2024: $550,710Expenses 2024: $81,206Net Income 2024: $469,5042024

Highlighted filing

2017

Revenue$71,517
Expenses$79,057
Net Income-$7,540
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF STOCKTONTrusteeFT$14,728-$14,728
Filing and Contact Details

Filer

Filer Name
Friedberger Educational Fund
EIN
94-6081078
Phone
2099291500
Address
BANK OF STOCKTON P O BOX 201014, STOCKTON, CA 95201

Signing Officer

Name
Michael Turner
Title
Vice President
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Heather Sanguinetti Caminata & Sakai Inc CPAs
Address
6731 Herndon Place, Stockton, CA 95219-3514
Preparer
Daniel J Caminata
Phone
2099519900
Raw XML AppendixShowing 400 of 509 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/NetInvestmentIncomeAmt01590
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt107347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt118549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt126726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1318332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1430553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt153874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1727477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1830225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt196233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2011767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt212000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt226173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt236519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt246411
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt254776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt266000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt278706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd27P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0DODGE & COX INCOME FUND #147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DODGE & COX INCOME FUND #147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2HARBOR INTERNATIONAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3WEITZ PARTNERS III OPPORTUNITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4WEITZ PARTNERS III OPPORTUNITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc550 SHS COSTCO WHOLESALE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc650 SHS CVS CAREMARK CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7358.938 SHS DODGE & COX INCOME FUND #147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8979.122 SHS DODGE & COX INCOME FUND #147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc90.8 SHS ENBRIDGE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10196 SHS ENBRIDGE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11400 SHS GENERAL ELECTRIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1250 SHS GUGGENHEIM MIDCAP PURE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13300 SHS GUGGENHEIM MIDCAP PURE VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14500 SHS GUGGENHEIM MIDCAP PURE VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1563.121 SHS HARBOR INTERNATIONAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc162.334 SHS HARBOR INTERNATIONAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17400 SHS ISHARES:S&P SMALLCAP 600 INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18440 SHS ISHARES:S&P SMALLCAP 600 INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19392.768 SHS MERGER FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20741.447 SHS MERGER FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21202.84 SHS PIMCO LOW DURATION FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22100 SHS PINNACLE FOODS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2350 SHS PIONEER NATURAL RESOURCES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2450 SHS SMUCKER (J.M.)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25350.633 SHS DODGE & COX INCOME FUND #147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26609.756 SHS PIMCO LOW DURATION FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27775.194 SHS VANGUARD INTERMEDIATE-TERM BOND IDX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192017-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202017-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212017-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222017-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232017-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242017-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252017-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262017-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt272017-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt049800
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-294
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7540
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0826236
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0833776
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0826236
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt061164
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt061164
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt061164
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt061816
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0652
IRS990PF/DistributableAmountGrp/TotalTaxAmt0652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0828
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01480
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0828
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01480
IRS990PF/FMVAssetsEOYAmt01294807
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0343542
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0343542
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0534
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0534
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0169194
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0175662
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0176328
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0502004
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0482258
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0950833
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0490234
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0482694
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0142578
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0147782
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0147782
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0833776
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0826236
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01294807
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0833776
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0826236
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0833776
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0826236
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt020000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt020000
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt019330
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01255152
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0146200
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01108952
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt018827
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt061816
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01236325
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01255152
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt014728
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BANK OF STOCKTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0240 NORTH SAN JOAQUIN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0STOCKTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095202
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt067622
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt068274
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt065621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt068040
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt089883
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt049361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt050692
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.054696
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05626
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.07293
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04167
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04606
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01236325
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01160173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01209308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01232466
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01184566
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01100612
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt072625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.273482
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt071973
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt072625
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0652
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt072625
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$826,236
Liabilities
$0
Net assets
$826,236
Revenue
$71,517
Expenses
$79,057
Net income
-$7,540
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.55$0.08$0.47
2023Summary only. Only limited summary data is available for this year.$1.02$0.00$0.05$0.09$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.10$0.09$0.01
2021Summary only. Only limited summary data is available for this year.$1.05$0.00$0.30$0.09$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.05$0.08$0.03
2019Summary only. Only limited summary data is available for this year.$0.86$0.00$0.05$0.09$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.15$0.08$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.07$0.08$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.00$0.83$0.02$0.07$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.04$0.08$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.09$0.10$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.14$0.06$0.08
2012Summary only. Only limited summary data is available for this year.$0.86$0.00$0.01$0.06$0.05
2011Summary only. Only limited summary data is available for this year.$0.91$0.00$0.12$0.07$0.06