Civic Intelligence

Stanley Smith Horticultural Trust

990PF • Fiscal year 2018 • EIN 94-6209165

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

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

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

21st percentile

0.02x

Higher debt load relative to revenue than 21% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

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.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

9th percentile

-10%

Faster asset growth than 9% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

40th percentile

1.0%

Faster revenue growth than 40% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$15,648,389

Down $1,773,796 (-10%) from 2017

Net Assets

Down

$15,620,972

Down $1,745,783 (-10%) from 2017

Liabilities

Down

$27,417

Down $28,013 (-51%) from 2017

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin76th percentile

Revenue

Up

$1,250,882

Up $11,857 (+1.0%) from 2017

Expenses

Up

$979,754

Up $50,372 (+5.4%) from 2017

Net Income

Down

$271,128

Down $38,515 (-12%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2018

Assets$15,648,389
Liabilities$27,417
Net Assets$15,620,972
Open 2018 Filing

Operations Trend

Revenue Growth40th 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

2018

Revenue$1,250,882
Expenses$979,754
Net Income$271,128
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUTH M COLLINSTrustee-$5,000-$5,000
BRUCE J RAABETrustee-$5,000-$5,000
THOMAS F DANIELTrustee-$5,000-$5,000
JR GIBBSTrustee-$2,589-$2,589
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
2019-11-14
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 479 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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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt1NO REPORT RECEIVED THIS YEAR. FIRST REPORT DUE IN 2019.
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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 COMPANY RECEIVED $105,239 IN FEES. A TRUSTEE OWNS THE COMPANY THAT PROVIDES ADMINISTRATIVE SERVICES TO THE TRUST. THE COMPANY WAS PAID $34,000 IN 2018.A TRUSTEE SERVES AS THE GRANTS DIRECTOR FOR THE TRUST, RECEIVING $60,100 IN 2018.THE PAYMENT OF COMPENSATION TO THESE DISQUALIFIED PERSONS FOR PERSONAL SERVICES IS REASONABLE AND IS NOT CONSIDERED AN ACT OF SELF DEALING.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1162567
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0RBC - LONG TERM CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1RBC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2K-1 THE BLACKSTONE GROUP LP
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1SF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd194118
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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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
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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
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0835926
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0765858
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0807506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0843344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0807991
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0708503
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046160
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.053499
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.044091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt010529
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt017213705
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt016591450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt015093726
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt016827095
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt017610308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt016069102
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0806864
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.239750
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0806864
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0806864
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0806864
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/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/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/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0APPLICATIONS ACCEPTED THROUGH ONLIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04153795350
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0THOMAS F DANIELGRANTS DIRECTORSSHT7
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt00 TAMALPIAS 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 JULY 15
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0690600
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/TotalGrantOrContriPdDurYrAmt0690600
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/AppliedToCurrentYearAmt014482
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0792382
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0851351
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0806864
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0836869
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0792382
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02016911
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CA FRANCHISE TAX BOARD FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1GENERAL EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0160
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt217376
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt340
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11502
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt217376
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt340
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0535

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,648,389
Liabilities
$27,417
Net assets
$15,620,972
Revenue
$1,250,882
Expenses
$979,754
Net income
$271,128
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