Civic Intelligence

Stanley Smith Horticultural Trust

990PF • Fiscal year 2017 • EIN 94-6209165

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile
770 Tamalpais Drive No 309Corte Madera, CA 94925

(415) 332-0166

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.04x

Higher debt load relative to revenue than 25% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

79th percentile

25%

Higher net margin than 79% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

21st percentile

$5,000

Higher top officer pay than 21% of similar nonprofits.

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

49th percentile

3.8%

Faster asset growth than 49% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2015 to 2017

Revenue Growth

13th percentile

-16%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$17,422,185

Up $1,265,748 (+7.8%) from 2015

Net Assets

$17,366,755

No earlier filing loaded for comparison.

Liabilities

Up

$55,430

Up $26,321 (+90%) from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin79th percentile

Revenue

Down

$1,239,025

Down $517,124 (-29%) from 2015

Expenses

Down

$929,382

Down $83,596 (-8.3%) from 2015

Net Income

Down

$309,643

Down $433,528 (-58%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$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

2017

Assets$17,422,185
Liabilities$55,430
Net Assets$17,366,755
Open 2017 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$1,239,025
Expenses$929,382
Net Income$309,643
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JR GIBBSTrustee-$5,000-$5,000
RUTH M COLLINSTrustee-$5,000-$5,000
BRUCE J RAABETrustee-$5,000-$5,000
THOMAS F DANIELTrustee-$5,000-$5,000
Filing and Contact Details

Filer

Filer Name
Stanley Smith Horticultural Trust
EIN
94-6209165
Phone
4153320166
Address
770 TAMALPAIS DRIVE NO 309, CORTE MADERA, CA 94925

Signing Officer

Name
Ruth M Collins
Title
Trustee
Phone
4153320166
Signed
2018-11-15
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 506 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/Amt06210
AccountingFeesSchedule/AccountingFeesDetail/Amt120324
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0CALEGARI & MORRIS
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1BURR PILGER MAYER
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03105
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt110162
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03105
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt110162
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1NONE. UNSPENT FUNDS (1,793) WERE RETURNED TO THE TRUST.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt2NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt3NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0MONTGOMERY BOTANICAL CENTER INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1PAUL J CIENER BOTANICAL GARDEN
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt2SOUTHERN HIGHLANDS RESERVE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt3MONTGOMERY BOTANICAL CENTER INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt007/13/2017, ANNUAL ER REPORT AND FINAL REPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt18/22/2017 INTERIM REPORT,6/22/2018 ANNUAL ER REPORT AND FINAL REPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt21/20/2018 ANNUAL ER REPORT AND FINAL REPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt3NO REPORT RECEIVED THIS YEAR. FIRST REPORT DUE IN 2018.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt019975
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt18207
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt220000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt30
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt019975
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt110000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt220000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt315600
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02016-12-06
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12016-12-12
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt22016-12-12
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt32017-12-21
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0IRRIGATION IMPROVEMENTS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1THE WOODLAND EXPANSION PROJECT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2THE ORNAMENTAL COLLECTION AND PHENOLOGY DATABASE PROJECT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3SPECIALIZED POLLEN STORAGE EQUIPMENT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0THE FOUNDATION REVIEWED THE GRANT REPORT OF 7/20/2016 BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORT AS THERE HAS NOT BEEN ANY REASON TO DOUBT ITS ACCURACY OR RELIABILITY (REG. 53.4945-5(C)).
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1THE FOUNDATION REVIEWED THE GRANT REPORT OF 6/22/2018 BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORT AS THERE HAD NOT BEEN ANY REASON TO DOUBT ITS ACCURACY OR RELIABILITY (REG. 53-4945-5(C)).
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2THE FOUNDATION REVIEWED THE GRANT REPORT OF 7/20/2016 BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORT AS THERE HAD NOT BEEN ANY REASON TO DOUBT ITS ACCURACY OR RELIABILITY (REG. 53-4945-5(C)).
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt011901 OLD CUTLER ROAD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt1215 SOUTH MAIN ST
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt2558 SUMMIT RIDGE ROAD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt311901 OLD CUTLER ROAD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0MIAMI
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm1KERNERSVILLE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm2LAKE TOXAWAY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm3MIAMI
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0FL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd1NC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd2NC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd3FL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd033156
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd127284
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd228747
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd333156
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VII-B
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0RELATED PARTY
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0A TRUSTEE OWNS A COMPANY THAT PROVIDES INVESTMENT MANAGEMENT SERVICES TO THE TRUST. THE INVESTMENT MANAGEMENT COMPANY WAS PAID COMMISSIONS OF $4,247 WHICH ARE INCLUDED IN THE PRICE OF THE SECURITIES. THE COMPANY RECEIVED $100,247 IN FEES. A TRUSTEE OWNS THE COMPANY THAT PROVIDES ADMINISTRATIVE SERVICES TO THE TRUST. THE COMPANY WAS PAID $39,000 IN 2017.A TRUSTEE SERVES AS THE GRANTS DIRECTOR FOR THE TRUST, RECEIVING $58,350 IN 2017.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/EOYBookValueAmt03629751
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt03629751
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt013174891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt013174891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0166504
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0THE BLACKSTONE GROUP LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0166504
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0362215
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0867136
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06692
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0421
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0900000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0BLACKSTONE GROUP LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt02561
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01236464
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt02561
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01239025
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt013267
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt013267
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt026534
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0867136
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0638100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0638100
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0362215
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0362215
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0309643
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt010733639
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06692
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06692
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0867136
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01099775
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01585
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt017013
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt018598
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt012939
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02982
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt099030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0106247
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0197597
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt022021
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0765858
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0149207
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0929382
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01248982
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01239025
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0127758
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0149207
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0291282
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt03876
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt02655
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt06532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09866503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0686755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt262474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3105455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0686755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt262474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3105455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010553258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt262474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3105455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0RBC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1K-1 BLACKSTONE GROUP LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2RBC - SECURITIES LITIGATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3RBC - CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0867136
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0309643
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01824598
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt017366755
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015232514
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt017366755
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0807460
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0807460
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0807460
IRS990PF/DistributableAmountGrp/IncomeTaxAmt0117
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0829573
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt021996
IRS990PF/DistributableAmountGrp/TotalTaxAmt022113
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt08120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt030116
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt021996
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt08120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt021996
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt021996
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt030116
IRS990PF/FMVAssetsEOYAmt017422185
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt031680
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt032712
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt031680
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt031680
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt07079574
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt07079574
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02991998
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03629751
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03629751
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt011151301
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt013174891
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt013174891
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0243270
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0166504
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0166504
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt036250
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt055430
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt030200
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt08079
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt08079
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08152940
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt010287181
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0819283
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0411280
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0411280
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt015268764
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt017422185
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt017422185
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt036250
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt055430
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt015268764
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt017422185
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt015232514
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt017366755
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt016844112
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0816727
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt016027385
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0252662
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0829573
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt016591450
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt016844112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0RELEVANT WEALTH ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1THOMAS F DANIEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0100247
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt158350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1CONSULTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt02 BELVEDERE PLACE SUITE 350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1CA ACADEMY OF SCIENCES55 MUSIC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine2Txt0CONCOURSE DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0MILL VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1SF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094941
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd194118
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt15000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt25000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt35000
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/PersonNm0JR GIBBS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RUTH M COLLINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BRUCE J RAABE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3THOMAS F DANIEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
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/AddressLine1Txt3770 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/CityNm3CORTE MADERA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094925
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194925
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294925
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394925
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0815520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0826518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0807506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0843344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0807991
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0708503
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0786961
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049153
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.053499
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052175
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt010998
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt016591450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt015093726
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt016827095
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt017610308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt016069102
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt015083100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0765858
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.245765
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0765858
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0765858
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0765858
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/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/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RUTH COLLINS
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/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.ADMINITRUSTLLC.COM
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.ADMINITRUSTLLC.COM/STANLEY-SMITH-HORTICULTURAL-TRUST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0APPLICATIONS ACCEPTED THROUGH ONLIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04153795350
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0THOMAS F DANIEL GRANTS DIRECTOR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0SSHT DEPT OF BOTANY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CA ACADEMY OF SCIENCES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd094118
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0EDUCATION AND RESEARCH IN ORNAMENTAL HORTICULTURE. NORTH AMERICA, SOUTH AMERICA AND AUSTRALIA.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0JANUARY 1 TO AUGUST 15
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0638100
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/TotalGrantOrContriPdDurYrAmt0638100
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/AppliedToCurrentYearAmt015078
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0750780
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0807460
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00

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
$17,422,185
Liabilities
$55,430
Net assets
$17,366,755
Revenue
$1,239,025
Expenses
$929,382
Net income
$309,643
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
2017Detailed filing. Detailed filing data is available for this year.$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