Civic Intelligence

Jay Defeo Trust Co Fontanello Duffield & Otake

990PF • Fiscal year 2017 • EIN 94-6642644

Jan 01, 2017 to Dec 31, 2017 • Filed on May 04, 2018

Organization Profile
44 Montgomery StreetSan Francisco, CA 94104

(510) 845-7629

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

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

Liabilities / Revenue

12th percentile

0.00x

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

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

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

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

Top Officer Pay

62nd percentile

$195,780

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

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

Asset Growth

85th percentile

21%

Faster asset growth than 85% of similar nonprofits.

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

Revenue Growth

85th percentile

48%

Faster revenue growth than 85% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$20,152,717

Up $6,328,898 (+46%) from 2015

Net Assets

Up

$20,152,717

Up $6,328,898 (+46%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin92nd percentile

Revenue

Up

$1,507,052

Up $819,809 (+119%) from 2015

Expenses

Up

$597,286

Up $140,710 (+31%) from 2015

Net Income

Up

$909,766

Up $679,099 (+294%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$30M$20M$10M$0Assets 2011: $9,846,004Liabilities 2011: $02011Assets 2012: $9,922,322Liabilities 2012: $102012Assets 2013: $9,961,935Liabilities 2013: $102013Assets 2014: $11,993,152Liabilities 2014: $0Net Assets 2014: $11,993,1522014Assets 2015: $13,823,819Liabilities 2015: $0Net Assets 2015: $13,823,8192015Assets 2017: $20,152,717Liabilities 2017: $0Net Assets 2017: $20,152,7172017Assets 2018: $20,748,013Liabilities 2018: $0Net Assets 2018: $20,748,0132018Assets 2019: $20,456,613Liabilities 2019: $0Net Assets 2019: $20,456,6132019Assets 2020: $21,267,385Liabilities 2020: $0Net Assets 2020: $21,267,3852020Assets 2021: $21,461,108Liabilities 2021: $1,433Net Assets 2021: $21,459,6752021Assets 2022: $22,393,855Liabilities 2022: $25,340Net Assets 2022: $22,368,5152022Assets 2023: $22,467,729Liabilities 2023: $8,5072023Assets 2024: $21,750,730Liabilities 2024: $2,961Net Assets 2024: $21,747,7692024

Highlighted filing

2017

Assets$20,152,717
Liabilities$0
Net Assets$20,152,717
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $126,421Expenses 2011: $305,646Net Income 2011: -$179,2252011Revenue 2012: $439,332Expenses 2012: $363,024Net Income 2012: $76,3082012Revenue 2013: $595,473Expenses 2013: $555,010Net Income 2013: $40,4632013Revenue 2014: $365,660Expenses 2014: $407,433Net Income 2014: -$41,7732014Revenue 2015: $687,243Expenses 2015: $456,576Net Income 2015: $230,6672015Revenue 2017: $1,507,052Expenses 2017: $597,286Net Income 2017: $909,7662017Revenue 2018: $1,493,188Expenses 2018: $897,790Net Income 2018: $595,3982018Revenue 2019: $346,326Expenses 2019: $639,190Net Income 2019: -$292,8642019Revenue 2020: $382,492Expenses 2020: $570,526Net Income 2020: -$188,0342020Revenue 2021: $756,455Expenses 2021: $563,132Net Income 2021: $193,3232021Revenue 2022: $1,870,039Expenses 2022: $957,634Net Income 2022: $912,4052022Revenue 2023: $767,071Expenses 2023: $860,566Net Income 2023: -$93,4952023Revenue 2024: $305,260Expenses 2024: $1,016,713Net Income 2024: -$711,4532024

Highlighted filing

2017

Revenue$1,507,052
Expenses$597,286
Net Income$909,766
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 4, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leah LevyTrustee/DirectorFT$195,780-$195,780
Jane GreenTrusteePT$0--
Diane FrankelTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Jay DeFeo Foundation
EIN
94-6642644
Phone
5108457629
Address
44 Montgomery Street, San Francisco, CA 94104

Signing Officer

Name
Leah Levy
Title
Trustee/Director
Signed
2018-05-04
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Michael Fontanello
Phone
4159830200
Raw XML AppendixShowing 400 of 454 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt10
AccountingFeesSchedule/AccountingFeesDetail/Amt02760
AccountingFeesSchedule/AccountingFeesDetail/Amt12942
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1Bookkeeping
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02760
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt12942
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0276
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt1294
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Supplemental Schedule Form 990-PF, Part IVCapital Gains and Losses23 Art works by Jay DeFeo (Charitable Use Assets)
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt01504920
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0179
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Rights & Reproduction Fee
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt01953
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0179
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01506873
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01507052
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05702
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0570
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05702
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01504920
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0176202
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt019578
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0195780
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt038135
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt038135
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0909766
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01532120
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0179
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0179
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt073
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt073
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01504920
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01449150
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt040147
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt04131
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt041312
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt092626
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt010292
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0102918
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0142666
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt015440
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0154067
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01953
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02407
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0268
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02675
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt07640
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt0849
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt08489
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0288
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0288
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt06034
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0671
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06705
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0553062
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt055949
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0597286
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01505099
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01507052
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0514927
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt055949
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0559151
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt041142
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt04114
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt041142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt027200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01504920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01504920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01532120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0See Supplemental Schedule
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01504920
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0909766
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01725000
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt020152717
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt017517951
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt020152717
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt016674
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt016674
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt016674
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt045657
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt028983
IRS990PF/DistributableAmountGrp/TotalTaxAmt028983
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0203
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt028983
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt028983
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt028983
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt029186
IRS990PF/FMVAssetsEOYAmt020152717
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0786
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt025
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt025
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt025
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt025
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt05900
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt05900
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt017272933
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt018943732
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt018943732
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0528
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0528
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0245779
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01208432
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01208432
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt017518737
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt020152717
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt020152717
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0786
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt017518737
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt020152717
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt017517951
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt020152717
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt017517951
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt020152717
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0927055
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0927055
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013906
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt045657
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0913149
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0927055
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt065100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Michael Carr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0Archivist
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt044 Montgomery Street Ste 1305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd094104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt050.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0195780
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Leah Levy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jane Green
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Diane Frankel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee/Dir.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0c/o 44 Montgomery St Ste 1305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1c/o 44 Montgomery St Ste 1305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2c/o 44 Montgomery St Ste 1305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294104
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02808329
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02822821
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0597375
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0514182
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0388095
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0522904
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0341866
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt03.075433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt02.27333
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt03.08076
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt01.86335
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt04.92340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt03.23633
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt014492
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0913149
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0262775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0166901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0208278
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0106208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0105634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0553062
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt015.377165
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0553062
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0553062
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0553062
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt111a
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Periodic sales of artworks to public institutions and private individuals constitute the Foundation's primary means by which it currently raises funds to use in accomplishing its exempt purposes which include: educating the public on the life and art of Jay DeFeo in an art historical context; collaborating on publications and exhibitions; and organizing the archive for future public research.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1Rights & Reproduction Fee Income
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0c/o 44 Montgomery St Ste 1305
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0San Francisco
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Marjorie Jones EA
IRS990PF/StatementsRegardingActyGrp/PhoneNum05108457629
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.jaydefeo.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The Foundation furthers public understanding of and education about Jay DeFeo's creative works and ideas in an art historical context by cataloging and maintaining Jay DeFeo's art; collaborating on publications and exhibitions, and encouraging and supporting conservation, research and scholarship; organizing Jay DeFeo's archive for future public research by developing an expanded database and website, and by researching for future catalogue raisonn.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0553062
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03335
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt227000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Documenting a series of four conversations between two artists
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Jay DeFeo Artwork (2)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Richmond Art Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1California College of the Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2The Menil Collection Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02540 Barrett Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15212 Broadway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21533 Sul Ross St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Richmond
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Oakland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094804
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194618
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd277006
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt038135
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016674
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016674
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0590746
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0519169
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0384661
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0528645
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0341866
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0341866
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02559609
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0536388
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0590746
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0519169
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0384661
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0528645
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0553062
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0536388
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02901475
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02365087
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt01142
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt14758
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01142
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt14758
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Attorney Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt073
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt073
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt07
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt017270063
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt12870
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Collection of Jay DeFeo's Art Work
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Security Deposits
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt018940862
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt12870
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt018940862
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt12870
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Art Storage & Related Services
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Books, Subscriptions, Reference
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Business Licenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Conservation
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Consultants
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Editing
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Equipment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9Framing
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10Insurance - Art
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11Insurance - D&O
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12Misc Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13Outreach
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc14Payroll Processing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc15Photography & Documentation
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc16Postage & Delivery
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc17Registration
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc18Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc19Telephone
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc20Translations
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025023
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt132
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21319
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt357
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt416460
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt52000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt61855
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7264
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt885
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt946773
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1019500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt111756
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12675
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt131000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt143839
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1514319
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt161944
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt173150
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt18544
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt191861
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20210
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02780
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt136
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2132
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt36
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt41829
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt6186
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt726
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt89
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt95197
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt101950
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11176
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1268
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14384
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt151591
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt16194
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt17315
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1854
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt19186
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2021
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt027803
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt136
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21319
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt357
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt418289
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt52000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt61855

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
$20,152,717
Liabilities
$0
Net assets
$20,152,717
Revenue
$1,507,052
Expenses
$597,286
Net income
$909,766
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.7$0.31$1.02$0.71
2023Summary only. Only limited summary data is available for this year.$22.5$0.01$0.77$0.86$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.4$0.03$22.4$1.87$0.96$0.91
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$0.00$21.5$0.76$0.56$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.3$0.00$21.3$0.38$0.57$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.5$0.00$20.5$0.35$0.64$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.7$0.00$20.7$1.49$0.90$0.60
2017Detailed filing. Detailed filing data is available for this year.$20.2$0.00$20.2$1.51$0.60$0.91
2015Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$0.69$0.46$0.23
2014Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.37$0.41$0.04
2013Summary only. Only limited summary data is available for this year.$9.96$0.00$0.60$0.56$0.04
2012Summary only. Only limited summary data is available for this year.$9.92$0.00$0.44$0.36$0.08
2011Summary only. Only limited summary data is available for this year.$9.85$0.00$0.13$0.31$0.18