Civic Intelligence

J W Sefton Foundation

990PF • Fiscal year 2011 • EIN 95-1513384

Jan 01, 2011 to Dec 31, 2011 • Filed on May 03, 2012

Organization Profile
2550 Fifth Avenue Ste 80892103
Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2011 filings • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

57th percentile

$1,200

Higher top officer pay than 57% of similar nonprofits.

2011 filings • $10M-$25M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets14th percentile

Assets

$19,543,220

No earlier filing loaded for comparison.

Net Assets

$19,543,220

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$1,259,516

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30M$20M$10M$0Assets 2011: $19,543,220Liabilities 2011: $0Net Assets 2011: $19,543,2202011Assets 2012: $19,130,576Liabilities 2012: $0Net Assets 2012: $19,130,5762012Assets 2013: $19,097,476Liabilities 2013: $0Net Assets 2013: $19,097,4762013Assets 2014: $19,518,221Liabilities 2014: $0Net Assets 2014: $19,518,2212014Assets 2015: $18,951,398Liabilities 2015: $0Net Assets 2015: $18,951,3982015Assets 2016: $19,449,661Liabilities 2016: $0Net Assets 2016: $19,449,6612016Assets 2017: $19,204,275Liabilities 2017: $0Net Assets 2017: $19,204,2752017Assets 2018: $19,248,611Liabilities 2018: $0Net Assets 2018: $19,248,6112018Assets 2019: $19,271,083Liabilities 2019: $0Net Assets 2019: $19,271,0832019Assets 2020: $19,578,306Liabilities 2020: $0Net Assets 2020: $19,578,3062020Assets 2021: $19,810,578Liabilities 2021: $0Net Assets 2021: $19,810,5782021Assets 2022: $19,790,401Liabilities 2022: $0Net Assets 2022: $19,790,4012022Assets 2023: $20,043,841Liabilities 2023: $0Net Assets 2023: $20,043,8412023Assets 2024: $19,835,550Liabilities 2024: $0Net Assets 2024: $19,835,5502024

Highlighted filing

2011

Assets$19,543,220
Liabilities$0
Net Assets$19,543,220
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $1,259,5162011Expenses 2012: $1,218,6682012Revenue 2013: $1,333,797Expenses 2013: $1,366,897Net Income 2013: -$33,1002013Revenue 2014: $1,413,436Expenses 2014: $992,691Net Income 2014: $420,7452014Revenue 2015: $839,119Expenses 2015: $1,405,942Net Income 2015: -$566,8232015Revenue 2016: $1,805,221Expenses 2016: $1,313,580Net Income 2016: $491,6412016Revenue 2017: $1,157,254Expenses 2017: $1,402,640Net Income 2017: -$245,3862017Revenue 2018: $1,477,623Expenses 2018: $1,433,287Net Income 2018: $44,3362018Revenue 2019: $1,410,830Expenses 2019: $1,388,358Net Income 2019: $22,4722019Revenue 2020: $1,691,174Expenses 2020: $1,383,951Net Income 2020: $307,2232020Revenue 2021: $1,800,360Expenses 2021: $1,568,088Net Income 2021: $232,2722021Revenue 2022: $1,403,866Expenses 2022: $1,424,043Net Income 2022: -$20,1772022Revenue 2023: $1,659,639Expenses 2023: $1,406,199Net Income 2023: $253,4402023Revenue 2024: $1,275,799Expenses 2024: $1,484,090Net Income 2024: -$208,2912024

Highlighted filing

2011

Revenue-
Expenses$1,259,516
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 3, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARLEY SEFTONPresident-$1,200-$1,200
ROBERT SCOTTDirector-$1,200-$1,200
DONNA K SEFTONVice-President/Secretary-$900-$900
PETER R LADOWTreasurer-$900-$900
LAURIE S HENSONDirector Emeritus-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSAN DIEGO NATURAL HISTORY MUSEUMOPERATING EXPENSE GRANT501(C)(3)SAN DIEGO, CA, US$1,000,000
Paid GrantSAN DIEGO FOUNDATIONBALBOA PARK CENTENNIAL CELEBRATION 2015501(C)(3)SAN DIEGO, CA, US$60,000
Paid GrantPRESIDIO LITTLE LEAGUESNACK BAR IMPROVEMENTS501(C)(3)SAN DIEGO, CA, US$6,500
Filing and Contact Details

Filer

EIN
95-1513384
Raw XML AppendixShowing 400 of 634 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/AccountingFees/Amount029032
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps026129
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome02903
DepreciationSchedule/Depreciation/ComputationMethod0SL
DepreciationSchedule/Depreciation/ComputationMethod1SL
DepreciationSchedule/Depreciation/ComputationMethod2SL
DepreciationSchedule/Depreciation/ComputationMethod3SL
DepreciationSchedule/Depreciation/ComputationMethod4SL
DepreciationSchedule/Depreciation/ComputationMethod5SL
DepreciationSchedule/Depreciation/ComputationMethod6SL
DepreciationSchedule/Depreciation/ComputationMethod7SL
DepreciationSchedule/Depreciation/ComputationMethod8200DB
DepreciationSchedule/Depreciation/ComputationMethod9SL
DepreciationSchedule/Depreciation/ComputationMethod10SL
DepreciationSchedule/Depreciation/ComputationMethod11SL
DepreciationSchedule/Depreciation/ComputationMethod12SL
DepreciationSchedule/Depreciation/ComputationMethod13SL
DepreciationSchedule/Depreciation/ComputationMethod14SL
DepreciationSchedule/Depreciation/ComputationMethod15SL
DepreciationSchedule/Depreciation/ComputationMethod16SL
DepreciationSchedule/Depreciation/ComputationMethod17200DB
DepreciationSchedule/Depreciation/ComputationMethod18SL
DepreciationSchedule/Depreciation/ComputationMethod19SL
DepreciationSchedule/Depreciation/ComputationMethod20200DB
DepreciationSchedule/Depreciation/CostOrOtherBasis011416
DepreciationSchedule/Depreciation/CostOrOtherBasis115000
DepreciationSchedule/Depreciation/CostOrOtherBasis212136
DepreciationSchedule/Depreciation/CostOrOtherBasis313329
DepreciationSchedule/Depreciation/CostOrOtherBasis4550
DepreciationSchedule/Depreciation/CostOrOtherBasis53149
DepreciationSchedule/Depreciation/CostOrOtherBasis6395
DepreciationSchedule/Depreciation/CostOrOtherBasis72522
DepreciationSchedule/Depreciation/CostOrOtherBasis82000
DepreciationSchedule/Depreciation/CostOrOtherBasis96148
DepreciationSchedule/Depreciation/CostOrOtherBasis101133
DepreciationSchedule/Depreciation/CostOrOtherBasis112877
DepreciationSchedule/Depreciation/CostOrOtherBasis125740
DepreciationSchedule/Depreciation/CostOrOtherBasis131331
DepreciationSchedule/Depreciation/CostOrOtherBasis142174
DepreciationSchedule/Depreciation/CostOrOtherBasis151508
DepreciationSchedule/Depreciation/CostOrOtherBasis161456
DepreciationSchedule/Depreciation/CostOrOtherBasis17611
DepreciationSchedule/Depreciation/CostOrOtherBasis181045
DepreciationSchedule/Depreciation/CostOrOtherBasis191276
DepreciationSchedule/Depreciation/CostOrOtherBasis204100
DepreciationSchedule/Depreciation/CurrentYearExpense00
DepreciationSchedule/Depreciation/CurrentYearExpense10
DepreciationSchedule/Depreciation/CurrentYearExpense2184
DepreciationSchedule/Depreciation/CurrentYearExpense3202
DepreciationSchedule/Depreciation/CurrentYearExpense48
DepreciationSchedule/Depreciation/CurrentYearExpense548
DepreciationSchedule/Depreciation/CurrentYearExpense66
DepreciationSchedule/Depreciation/CurrentYearExpense770
DepreciationSchedule/Depreciation/CurrentYearExpense80
DepreciationSchedule/Depreciation/CurrentYearExpense9102
DepreciationSchedule/Depreciation/CurrentYearExpense1019
DepreciationSchedule/Depreciation/CurrentYearExpense1148
DepreciationSchedule/Depreciation/CurrentYearExpense1296
DepreciationSchedule/Depreciation/CurrentYearExpense1322
DepreciationSchedule/Depreciation/CurrentYearExpense1436
DepreciationSchedule/Depreciation/CurrentYearExpense1523
DepreciationSchedule/Depreciation/CurrentYearExpense1624
DepreciationSchedule/Depreciation/CurrentYearExpense170
DepreciationSchedule/Depreciation/CurrentYearExpense1817
DepreciationSchedule/Depreciation/CurrentYearExpense1921
DepreciationSchedule/Depreciation/CurrentYearExpense20175
DepreciationSchedule/Depreciation/DateAcquired01972-06-15
DepreciationSchedule/Depreciation/DateAcquired11972-06-15
DepreciationSchedule/Depreciation/DateAcquired21991-03-13
DepreciationSchedule/Depreciation/DateAcquired31996-12-01
DepreciationSchedule/Depreciation/DateAcquired41997-05-12
DepreciationSchedule/Depreciation/DateAcquired51997-03-24
DepreciationSchedule/Depreciation/DateAcquired61997-01-07
DepreciationSchedule/Depreciation/DateAcquired71997-03-04
DepreciationSchedule/Depreciation/DateAcquired82002-04-24
DepreciationSchedule/Depreciation/DateAcquired92002-05-03
DepreciationSchedule/Depreciation/DateAcquired102002-06-24
DepreciationSchedule/Depreciation/DateAcquired112002-06-24
DepreciationSchedule/Depreciation/DateAcquired122002-11-15
DepreciationSchedule/Depreciation/DateAcquired132002-11-15
DepreciationSchedule/Depreciation/DateAcquired142002-08-21
DepreciationSchedule/Depreciation/DateAcquired152003-11-24
DepreciationSchedule/Depreciation/DateAcquired162004-09-23
DepreciationSchedule/Depreciation/DateAcquired172005-04-05
DepreciationSchedule/Depreciation/DateAcquired182005-08-31
DepreciationSchedule/Depreciation/DateAcquired192006-11-07
DepreciationSchedule/Depreciation/DateAcquired202009-11-02
DepreciationSchedule/Depreciation/DescriptionOfProperty0LAND
DepreciationSchedule/Depreciation/DescriptionOfProperty1BUILDING
DepreciationSchedule/Depreciation/DescriptionOfProperty2ROOF
DepreciationSchedule/Depreciation/DescriptionOfProperty3IMPROVEMENTS
DepreciationSchedule/Depreciation/DescriptionOfProperty4WALL REPAIR
DepreciationSchedule/Depreciation/DescriptionOfProperty5ENTRY STOOP
DepreciationSchedule/Depreciation/DescriptionOfProperty6NEW LOCK SETS
DepreciationSchedule/Depreciation/DescriptionOfProperty7LANDSCAPING
DepreciationSchedule/Depreciation/DescriptionOfProperty8MAHOGONY BLINDS
DepreciationSchedule/Depreciation/DescriptionOfProperty9STUCCO WASH REPAIR & PAINT
DepreciationSchedule/Depreciation/DescriptionOfProperty10LANDSCAPE LIGHTS
DepreciationSchedule/Depreciation/DescriptionOfProperty11IMPROVEMENTS
DepreciationSchedule/Depreciation/DescriptionOfProperty12SECURITY SYSTEM
DepreciationSchedule/Depreciation/DescriptionOfProperty13SECURITY SYSTEM
DepreciationSchedule/Depreciation/DescriptionOfProperty14REFRIGERATOR
DepreciationSchedule/Depreciation/DescriptionOfProperty15LEASEHOLD IMPROV - GATE
DepreciationSchedule/Depreciation/DescriptionOfProperty16LEASEHOLD IMPROVEMENTS - WOOD FENCE
DepreciationSchedule/Depreciation/DescriptionOfProperty17DISHWASHER
DepreciationSchedule/Depreciation/DescriptionOfProperty18OUTDOOR LIGHTING
DepreciationSchedule/Depreciation/DescriptionOfProperty19LEASEHOLD IMPROV - PATIO COVER
DepreciationSchedule/Depreciation/DescriptionOfProperty20A/C SYSTEM
DepreciationSchedule/Depreciation/Life025.000000000000
DepreciationSchedule/Depreciation/Life127.500000000000
DepreciationSchedule/Depreciation/Life227.500000000000
DepreciationSchedule/Depreciation/Life327.500000000000
DepreciationSchedule/Depreciation/Life427.500000000000
DepreciationSchedule/Depreciation/Life527.500000000000
DepreciationSchedule/Depreciation/Life615.000000000000
DepreciationSchedule/Depreciation/Life77.000000000000
DepreciationSchedule/Depreciation/Life827.500000000000
DepreciationSchedule/Depreciation/Life927.500000000000
DepreciationSchedule/Depreciation/Life1027.500000000000
DepreciationSchedule/Depreciation/Life1127.500000000000
DepreciationSchedule/Depreciation/Life1227.500000000000
DepreciationSchedule/Depreciation/Life1327.500000000000
DepreciationSchedule/Depreciation/Life1427.500000000000
DepreciationSchedule/Depreciation/Life1527.500000000000
DepreciationSchedule/Depreciation/Life165.000000000000
DepreciationSchedule/Depreciation/Life1727.500000000000
DepreciationSchedule/Depreciation/Life1827.500000000000
DepreciationSchedule/Depreciation/Life195.000000000000
DepreciationSchedule/Depreciation/NetInvestmentIncome00
DepreciationSchedule/Depreciation/NetInvestmentIncome10
DepreciationSchedule/Depreciation/NetInvestmentIncome2184
DepreciationSchedule/Depreciation/NetInvestmentIncome3202
DepreciationSchedule/Depreciation/NetInvestmentIncome48
DepreciationSchedule/Depreciation/NetInvestmentIncome548
DepreciationSchedule/Depreciation/NetInvestmentIncome66
DepreciationSchedule/Depreciation/NetInvestmentIncome770
DepreciationSchedule/Depreciation/NetInvestmentIncome80
DepreciationSchedule/Depreciation/NetInvestmentIncome9102
DepreciationSchedule/Depreciation/NetInvestmentIncome1019
DepreciationSchedule/Depreciation/NetInvestmentIncome1148
DepreciationSchedule/Depreciation/NetInvestmentIncome1296
DepreciationSchedule/Depreciation/NetInvestmentIncome1322
DepreciationSchedule/Depreciation/NetInvestmentIncome1436
DepreciationSchedule/Depreciation/NetInvestmentIncome1523
DepreciationSchedule/Depreciation/NetInvestmentIncome1624
DepreciationSchedule/Depreciation/NetInvestmentIncome170
DepreciationSchedule/Depreciation/NetInvestmentIncome1817
DepreciationSchedule/Depreciation/NetInvestmentIncome1921
DepreciationSchedule/Depreciation/NetInvestmentIncome20342
DepreciationSchedule/Depreciation/PriorYearsDepreciation015000
DepreciationSchedule/Depreciation/PriorYearsDepreciation18602
DepreciationSchedule/Depreciation/PriorYearsDepreciation26804
DepreciationSchedule/Depreciation/PriorYearsDepreciation3272
DepreciationSchedule/Depreciation/PriorYearsDepreciation41586
DepreciationSchedule/Depreciation/PriorYearsDepreciation5195
DepreciationSchedule/Depreciation/PriorYearsDepreciation62310
DepreciationSchedule/Depreciation/PriorYearsDepreciation71400
DepreciationSchedule/Depreciation/PriorYearsDepreciation81932
DepreciationSchedule/Depreciation/PriorYearsDepreciation9350
DepreciationSchedule/Depreciation/PriorYearsDepreciation10897
DepreciationSchedule/Depreciation/PriorYearsDepreciation111698
DepreciationSchedule/Depreciation/PriorYearsDepreciation12390
DepreciationSchedule/Depreciation/PriorYearsDepreciation13662
DepreciationSchedule/Depreciation/PriorYearsDepreciation14390
DepreciationSchedule/Depreciation/PriorYearsDepreciation15333
DepreciationSchedule/Depreciation/PriorYearsDepreciation16611
DepreciationSchedule/Depreciation/PriorYearsDepreciation17204
DepreciationSchedule/Depreciation/PriorYearsDepreciation18190
DepreciationSchedule/Depreciation/PriorYearsDepreciation19882
DepreciationSchedule/Depreciation/Rate00.000000000000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue04400314
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV04458552
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0CORPORATE BONDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue014154754
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV014480242
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0CORPORATE STOCK
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0509672
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount01038368
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/NetRntlIncmReNotDebtFincdProp/ExclusionAmount01261
IRS990PF/AnalysisIncomeProducingActy/NetRntlIncmReNotDebtFincdProp/ExclusionCode016
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount01549301
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA01549301
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps026129
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm02903
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss029032
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm01038368
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps03780
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm0420
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss04200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps01066500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss01066500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss0588
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm01101
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss01101
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0509672
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0509672
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0300992
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncm011880
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnss011880
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice04092928
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps03664
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm0407
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss04071
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss01038368
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome01455593
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLoss01261
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps011328
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm011128
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss022455
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps026032
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm081787
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss0107819
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps010
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm06581
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss024332
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps01137449
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0104327
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss01259516
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome01559920
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses01560508
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps070949
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0104327
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0193016
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblPrps06
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss06
IRS990PF/BalanceSheets/AccumDeprecLandBldgAndEquip09036
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CashBOY016795
IRS990PF/BalanceSheets/CashEOY028610
IRS990PF/BalanceSheets/CashEOYFMV028610
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY04131245
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY04400314
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV04458552
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY014035746
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY014154754
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV014480242
IRS990PF/BalanceSheets/InvestmentsLandEtcBOY042530
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis09036
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY04708
IRS990PF/BalanceSheets/OtherAssetsEOY05216
IRS990PF/BalanceSheets/OtherAssetsEOYFMV05216
IRS990PF/BalanceSheets/OtherLiabilitiesBOY02200
IRS990PF/BalanceSheets/OtherLiabilitiesEOY00
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblBOY0800000
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblEOY0640000
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblEOYFMV0640000
IRS990PF/BalanceSheets/OtherNotesAndLoansReceivable0640000
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0213404
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0314326
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0314326
IRS990PF/BalanceSheets/TotalAssetsBOY019244428
IRS990PF/BalanceSheets/TotalAssetsEOY019543220
IRS990PF/BalanceSheets/TotalAssetsEOYFMV019926946
IRS990PF/BalanceSheets/TotalLiabilitiesBOY02200
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY019244428
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY019543220
IRS990PF/BalanceSheets/TotalNetAssetsBOY019242228
IRS990PF/BalanceSheets/TotalNetAssetsEOY019543220
IRS990PF/BalanceSheets/UnrestrictedBOY019242228
IRS990PF/BalanceSheets/UnrestrictedEOY019543220
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome01038368
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0828116
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis12175755
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis299148
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-06-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation048459
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0CHARLES SCHWAB #5587 ST - SEE ATTACHED
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1CHARLES SCHWAB #5587 LT - SEE ATTACHED
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2SALE OF RENTAL PROPERTY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss037465
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1366723
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2586811
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss347369
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses037465
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1366723
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2586811
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses347369
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0865581
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice12542478
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2637500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice347369
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0300992
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal019543220
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY019242228
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY019543220
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted01014067
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj01014067
IRS990PF/DistributableAmount/DistributableAmountBeforeDed01014067
IRS990PF/DistributableAmount/MinimumInvestmentReturn01028623
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome014556
IRS990PF/DistributableAmount/TotalTax014556
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear02444
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment017000
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax014556
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment02444
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal014556
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome014556
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments017000
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY019926946
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets020885748
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0626406
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities019866195
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0313286
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0393147
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn01028623
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets020572462
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets020885748
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition40.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation0900
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation11200
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation3900
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation41200
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DONNA K SEFTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1HARLEY SEFTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2LAURIE S HENSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3PETER R LADOW
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4ROBERT SCOTT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0VICE-PRESIDENT/SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR EMERITUS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine102550 FIFTH AVENUE SUITE 808
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine112550 FIFTH AVENUE SUITE 808
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine122550 FIFTH AVENUE SUITE 808
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine132550 FIFTH AVENUE SUITE 808
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine142550 FIFTH AVENUE SUITE 808
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0SAN DIEGO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1SAN DIEGO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2SAN DIEGO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3SAN DIEGO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4SAN DIEGO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode092103
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode192103
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode292103
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode392103
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode492103
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct01098457
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets01083901
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.052687
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.055292
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.045310
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.057617
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.053646

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,543,220
Liabilities
$0
Net assets
$19,543,220
Revenue
-
Expenses
$1,259,516
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$1.28$1.48$0.21
2023Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$1.66$1.41$0.25
2022Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$1.40$1.42$0.02
2021Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$1.80$1.57$0.23
2020Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$1.69$1.38$0.31
2019Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$1.41$1.39$0.02
2018Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$1.48$1.43$0.04
2017Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$1.16$1.40$0.25
2016Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$1.81$1.31$0.49
2015Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$0.84$1.41$0.57
2014Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$1.41$0.99$0.42
2013Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$1.33$1.37$0.03
2012Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$1.22
2011Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$1.26