Civic Intelligence

Stanley Smith Horticultural Trust

EIN 94-6209165 • Larkspur, CA

Refreshing map…

101 Larkspur Landing Circle 223Larkspur, CA 94939
Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

42nd percentile

0.09x

Higher debt load relative to revenue than 42% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

19th percentile

-10%

Higher net margin than 19% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

26th percentile

$5,000

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

57th percentile

5.9%

Faster asset growth than 57% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

117%

Faster revenue growth than 89% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$17,452,088

Up $970,741 (+5.9%) from 2023

Liabilities

Up

$111,366

Up $57,254 (+106%) from 2023

Net Assets

Up

$17,340,722

Up $913,487 (+5.6%) from 2023

Operations
Liabilities / Revenue42nd percentileNet Margin19th percentile

Revenue

Up

$1,203,550

Up $647,766 (+117%) from 2023

Expenses

Up

$1,329,342

Up $184,011 (+16%) from 2023

Net Income

Up

-$125,792

Up $463,755 (+79%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $14,965,735Liabilities 2011: $21,6072011Assets 2012: $14,846,467Liabilities 2012: $24,3982012Assets 2013: $14,659,192Liabilities 2013: $25,5752013Assets 2014: $15,430,690Liabilities 2014: $46,5332014Assets 2015: $16,156,437Liabilities 2015: $29,1092015Assets 2017: $17,422,185Liabilities 2017: $55,430Net Assets 2017: $17,366,7552017Assets 2018: $15,648,389Liabilities 2018: $27,417Net Assets 2018: $15,620,9722018Assets 2019: $17,983,447Liabilities 2019: $49,683Net Assets 2019: $17,933,7642019Assets 2020: $18,435,134Liabilities 2020: $59,544Net Assets 2020: $18,375,5902020Assets 2021: $19,574,750Liabilities 2021: $104,648Net Assets 2021: $19,470,1022021Assets 2022: $15,386,672Liabilities 2022: $49,431Net Assets 2022: $15,337,2412022Assets 2023: $16,481,347Liabilities 2023: $54,112Net Assets 2023: $16,427,2352023Assets 2024: $17,452,088Liabilities 2024: $111,366Net Assets 2024: $17,340,7222024

Highlighted filing

2024

Assets$17,452,088
Liabilities$111,366
Net Assets$17,340,722
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $881,184Expenses 2011: $919,805Net Income 2011: -$38,6212011Revenue 2012: $803,983Expenses 2012: $926,042Net Income 2012: -$122,0592012Revenue 2013: $663,864Expenses 2013: $852,316Net Income 2013: -$188,4522013Revenue 2014: $1,734,885Expenses 2014: $984,345Net Income 2014: $750,5402014Revenue 2015: $1,756,149Expenses 2015: $1,012,978Net Income 2015: $743,1712015Revenue 2017: $1,239,025Expenses 2017: $929,382Net Income 2017: $309,6432017Revenue 2018: $1,250,882Expenses 2018: $979,754Net Income 2018: $271,1282018Revenue 2019: $1,135,943Expenses 2019: $1,086,140Net Income 2019: $49,8032019Revenue 2020: $1,747,554Expenses 2020: $1,542,003Net Income 2020: $205,5512020Revenue 2021: $2,531,346Expenses 2021: $2,264,615Net Income 2021: $266,7312021Revenue 2022: -$361,442Expenses 2022: $1,149,344Net Income 2022: -$1,510,7862022Revenue 2023: $555,784Expenses 2023: $1,145,331Net Income 2023: -$589,5472023Revenue 2024: $1,203,550Expenses 2024: $1,329,342Net Income 2024: -$125,7922024

Highlighted filing

2024

Revenue$1,203,550
Expenses$1,329,342
Net Income-$125,792
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$17,452,088
Liabilities
$111,366
Net assets
$17,340,722
Revenue
$1,203,550
Expenses
$1,329,342
Net income
-$125,792
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$0.11$17.3$1.20$1.33$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.05$16.4$0.56$1.15$0.59
2022Detailed filing. Detailed filing data is available for this year.$15.4$0.05$15.3$0.36$1.15$1.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.6$0.10$19.5$2.53$2.26$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.4$0.06$18.4$1.75$1.54$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.0$0.05$17.9$1.14$1.09$0.05
2018Detailed filing. Detailed filing data is available for this year.$15.6$0.03$15.6$1.25$0.98$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$0.06$17.4$1.24$0.93$0.31
2015Summary only. Only limited summary data is available for this year.$16.2$0.03$1.76$1.01$0.74
2014Summary only. Only limited summary data is available for this year.$15.4$0.05$1.73$0.98$0.75
2013Summary only. Only limited summary data is available for this year.$14.7$0.03$0.66$0.85$0.19
2012Summary only. Only limited summary data is available for this year.$14.8$0.02$0.80$0.93$0.12
2011Summary only. Only limited summary data is available for this year.$15.0$0.02$0.88$0.92$0.04
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUTH M COLLINSTrustee-$5,000-$5,000
BRUCE J RAABETrustee-$5,000-$5,000
THOMAS F DANIELTrustee/Grants Director-$5,000-$5,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEEGENERALPCLISTING, CA, US$665,305
Filing and Contact Details

Filer

Filer Name
Stanley Smith Horticultural Trust
EIN
94-6209165
Phone
4153320166
Address
770 TAMALPAIS DRIVE 309, CORTE MADERA, CA 94925

Signing Officer

Name
Ruth M Collins
Title
Trustee
Phone
4153320166
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Calegari & Morris Accountants
Address
650 CALIFORNIA ST 3RD FLOOR, SAN FRANCISCO, CA 94108
Preparer
David C Cuneo
Phone
4159818766
Raw XML AppendixShowing 400 of 533 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt013010
AccountingFeesSchedule/AccountingFeesDetail/Amt129450
AccountingFeesSchedule/AccountingFeesDetail/Amt219801
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0CALEGARI & MORRIS
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1BURR PILGER MAYER
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt2ARMANINO LLP
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt04855
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt114725
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt29901
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt06505
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt114725
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt29901
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt2NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0MONTGOMERY BOTANICAL CENTER INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1ILLAWARRA GREVILLEA PARK SOCIETY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt2MONTGOMERY BOTANICAL CENTER INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt04/21/2022: ANNUAL ER REPORT AND FINAL REPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt14/26/2022: ANNUAL ER REPORT AND FINAL REPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt2NO REPORT WAS DUE OR RECEIVED THIS YEAR.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt05000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt17960
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt0GREVILLEA PARK ROAD PRINCES HIGHWAY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm0BULLI
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd0AS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd02516
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ProvinceOrStateNm0NEW SOUTH WALES
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt05000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt17960
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt221704
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02020-11-24
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12020-12-14
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt22022-11-02
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0RECONFIGURING THE CYCAD GEOGRAPHIC COLLECTION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1CONSTRUCTION OF INFORMATION CENTER/KIOSK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2NEW ENGRAVING MACHINE FOR TAGGING THE PLANT COLLECTION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt011901 OLD CUTLER ROAD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt111901 OLD CUTLER ROAD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0MIAMI
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm1MIAMI
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0FL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd1FL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd033156
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd133156
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PARTS VI-B AND VII
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0RELATED PARTY
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0A TRUSTEE OWNS A COMPANY THAT PROVIDES INVESTMENT MANAGEMENT SERVICES TO THE TRUST. THE COMPANY RECEIVED $101,320 IN FEES. A TRUSTEE SERVES AS THE GRANTS DIRECTOR FOR THE TRUST, RECEIVING $16,500 IN 2022.THE TRUST RECEIVES ADMINISTRATIVE SERVICES FROM ANOTHER RELATED PARTY TRUST WHICH SHARES ONE TRUSTEE WITH THE TRUST. THE FEES PAID FOR THE ADMINISTRATIVE SERVICES WERE $32,504 IN 2022. THE PAYMENT OF COMPENSATION TO THESE DISQUALIFIED PERSONS FOR PERSONAL SERVICES IS REASONABLE AND IS NOT CONSIDERED AN ACT OF SELF DEALING.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt02732932
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt02732932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt08869916
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt08869916
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0892406
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1208955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21782909
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MARCH CAPITAL OPPORTUNITY FUND III LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1SFF REALTY FUND III LP & SFF REALY FUND IV LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CRYSTAL CAPITAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0892406
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1208955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21782909
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0477576
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-1234466
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01173
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0394275
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-361442
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-361442
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt029481
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt031131
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt062261
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0665305
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0665305
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0477576
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0477576
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1510786
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07732354
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01173
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01173
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt010205
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt010205
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1234466
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0219046
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt081188
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt081188
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt014986
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0112505
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0170015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0394275
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt030113
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0103270
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0133824
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05297
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05497
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0845027
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0259703
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01149344
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0478749
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-361442
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0179722
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0259703
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0484039
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt06049
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt06049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08966820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt063159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1422712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1802714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt381294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt063159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1422712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-1802714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt381294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt063159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1422712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt27164106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt381294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0K-1 CRYSTAL CAPITAL FUND SERIES LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1K-1 SFF REALTY FUND III LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2RWA AND CHARLES SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3RWA AND CHARLES SCHWAB - LTCG DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SECURITIES LITIGATION PROCEEDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1234466
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1510786
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02622075
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt017959316
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt019470102
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt015337241
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0825394
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0821176
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0825394
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0824221
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt04218
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03045
IRS990PF/DistributableAmountGrp/TotalTaxAmt03045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt030628
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt033673
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt030628
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt033673
IRS990PF/FMVAssetsEOYAmt015386672
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt030612
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt039931
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt015508
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt010555
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt015508
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt015508
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt07079574
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt07079574
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03971631
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02732932
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02732932
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt011991743
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08869916
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt08869916
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02892046
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02884270
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02884270
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt074036
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt09500
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0531
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt025328
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt025328
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt012390528
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt08257667
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0708244
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0858718
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0858718
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt019574750
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt015386672
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt015386672
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0104648
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt049431
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt019574750
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt015386672
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt019470102
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt015337241
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt016735449
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0846618
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012993015
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0251032
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02895816
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0824221
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt016484417
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt016735449
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt011.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt064688
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt116500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0NANCY L KARTES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1THOMAS F DANIEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0GRANT DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1GRANT DIRECTOR (FORM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0770 TAMALPIAS DRIVE 309
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1770 TAMALPIAS DRIVE 309
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0CORTE MADERA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1CORTE MADERA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd094925
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd194925
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0RELEVANT WEALTH ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0101320
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt02 BELVEDERE PLACE SUITE 350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0MILL VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094941
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt15000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt25000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RUTH M COLLINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BRUCE J RAABE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2THOMAS F DANIEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE/GRANTS DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0770 TAMALPAIS DRIVE SUITE 309
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1770 TAMALPAIS DRIVE SUITE 309
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2770 TAMALPAIS DRIVE SUITE 309
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CORTE MADERA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CORTE MADERA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CORTE MADERA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094925
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194925
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294925
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0845027
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0845027
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd01
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd01
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd01
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WILLIAM SMITH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0770 TAMALPAIS DRIVE SUITE 309
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CORTE MADERA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094925
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04153320166
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.SMITHHT.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS ARE ACCEPTED THROUGH THE ONLINE PORTAL. PLEASE VISIT THE TRUST'S WEBSITE FOR INFORMATION REGARDING FUNDING INTERESTS AND THE APPLICATION PROCESS. WWW.SMITHHT.ORG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0WWW.SMITHHT.ORG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0APPLICATIONS ACCEPTED THROUGH ONLIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04158913917
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0NANCY KARTESGRANTS DIRECTORSSHT770
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0TAMALPIAS DR 309
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CORTE MADERA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd094925
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0EDUCATION AND RESEARCH IN ORNAMENTAL HORTICULTURE. NORTH AMERICA, SOUTH AMERICA, AUSTRALIA AND NEW ZEALAND.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0JANUARY 1 TO JUNE 15
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0665305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LISTING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094925
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0665305
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0374242
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0470785
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0825394
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0845027
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00

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