Civic Intelligence

The Lemmon Foundation

990PF • Fiscal year 2020 • EIN 95-4643623

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 21, 2021

Organization Profile
44 Montgomery Street 1305San Francisco, CA 94104

(310) 804-7624

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

36th percentile

0.01x

Higher debt load relative to revenue than 36% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

16th percentile

-36%

Higher net margin than 16% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

60th percentile

$49,061

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 51.9% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

49th percentile

2.9%

Faster asset growth than 49% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

-0.4%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$1,795,748

Up $49,940 (+2.9%) from 2019

Net Assets

Up

$1,795,114

Up $49,941 (+2.9%) from 2019

Liabilities

Down

$634

Down $1 (-0.2%) from 2019

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin16th percentile

Revenue

Down

$94,596

Down $375 (-0.4%) from 2019

Expenses

Down

$128,615

Down $8,826 (-6.4%) from 2019

Net Income

Up

-$34,019

Up $8,451 (+20%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,273,706Liabilities 2011: $02011Assets 2012: $1,314,872Liabilities 2012: $02012Assets 2013: $1,478,838Liabilities 2013: $6902013Assets 2014: $1,527,973Liabilities 2014: $689Net Assets 2014: $1,527,2842014Assets 2015: $1,435,143Liabilities 2015: $686Net Assets 2015: $1,434,4572015Assets 2016: $1,498,664Liabilities 2016: $686Net Assets 2016: $1,497,9782016Assets 2017: $1,637,517Liabilities 2017: $686Net Assets 2017: $1,636,8312017Assets 2018: $1,526,321Liabilities 2018: $637Net Assets 2018: $1,525,6842018Assets 2019: $1,745,808Liabilities 2019: $635Net Assets 2019: $1,745,1732019Assets 2020: $1,795,748Liabilities 2020: $634Net Assets 2020: $1,795,1142020Assets 2021: $1,983,396Liabilities 2021: $668Net Assets 2021: $1,982,7282021Assets 2022: $1,629,211Liabilities 2022: $664Net Assets 2022: $1,628,5472022Assets 2023: $1,675,381Liabilities 2023: $796Net Assets 2023: $1,674,5852023Assets 2024: $1,604,329Liabilities 2024: $806Net Assets 2024: $1,603,5232024

Highlighted filing

2020

Assets$1,795,748
Liabilities$634
Net Assets$1,795,114
Open 2020 Filing

Operations Trend

Revenue Growth50th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $51,054Expenses 2011: $68,532Net Income 2011: -$17,4782011Revenue 2012: $47,422Expenses 2012: $76,014Net Income 2012: -$28,5922012Revenue 2013: $62,483Expenses 2013: $83,279Net Income 2013: -$20,7962013Revenue 2014: $110,303Expenses 2014: $85,031Net Income 2014: $25,2722014Revenue 2015: $110,027Expenses 2015: $96,538Net Income 2015: $13,4892015Revenue 2016: $76,547Expenses 2016: $76,703Net Income 2016: -$1562016Revenue 2017: $107,613Expenses 2017: $94,435Net Income 2017: $13,1782017Revenue 2018: $133,206Expenses 2018: $91,983Net Income 2018: $41,2232018Revenue 2019: $94,971Expenses 2019: $137,441Net Income 2019: -$42,4702019Revenue 2020: $94,596Expenses 2020: $128,615Net Income 2020: -$34,0192020Revenue 2021: $263,940Expenses 2021: $133,605Net Income 2021: $130,3352021Revenue 2022: $119,796Expenses 2022: $117,800Net Income 2022: $1,9962022Revenue 2023: $36,015Expenses 2023: $170,728Net Income 2023: -$134,7132023Revenue 2024: $192,795Expenses 2024: $203,760Net Income 2024: -$10,9652024

Highlighted filing

2020

Revenue$94,596
Expenses$128,615
Net Income-$34,019
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 21, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Courtney N LemmonPresidentPT$29,000$20,061$49,061
Peter McCreaTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Lemmon Foundation
EIN
95-4643623
Phone
3108047624
Address
44 Montgomery Street 1305, San Francisco, CA 94104

Signing Officer

Name
Courtney N Lemmon
Title
President
Signed
2021-09-21
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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0JP Morgan Chase & Co, 180 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1PNC Financial Svcs Group,120 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Colgate-Palmolive Co, 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Costco Wholesale Corp, 75 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Pepsico Inc, 185 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Nike Inc - B, 185 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Ross Stores Inc, 145 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7United Parcel Service Inc-B, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83M Co, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AptarGroup Inc, 125 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Accenture PLC Ireland, 125 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Cisco Systems Inc, 270 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Microsoft Corp, 300 Sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Becton, Dickinson and Co, 75 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Johnson & Johnson, 105 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Medtronic Plc, 190 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Stryker Corp, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Automatic Data Processing Inc, 145 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Apple Inc, 680 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20American Express Co, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Union Pacific Corp 155 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22US Bancorp, 335 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23PPG Industries, 90 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Visa Inc -Class A, 160 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Alphabet Inc CL-C, 25 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Alphabet Inc/CA CL-A, 10 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Comcast Corp-A, 500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Dollar Gen Corp, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Hubbell Inc-B, 75 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Merck & Co Inc., 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Autozone Inc, 10 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Starbucks Corp, 160 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Hershey Co, 70 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Northern Trust Co, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35UnitedHealth Group, 75 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Lauder Estee Cos Inc, 55 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Marsh McLennan Inc, 130 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Deere Co, 50 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Donaldson Co, 295 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Verizon Communications Inc, 245 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Cemer Corporation, 155 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Waters Corp, 60 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43Cummins Inc, 55 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44Analog Devices Inc, 90 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45Electronic Arts, 80 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46Walt Disney Co, 90 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47Home Depot Inc, 45 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48Lowes Co, 50 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49McDonalds Corp, 50 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50Procter & Gamble Co, 75 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51Moodys Corp, 40 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52T Rowe Price Group Inc, 65 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53Amgen Inc, 65 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54Cooper Cos Inc, 45 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55Intuitive Surgical Inc, 12 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56Akamai Technologies, 80 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57Intel Corp, 145 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58Intuit Inc, 35 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59Chubb Ltd, 110 Sh
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Walden Small Cap, 2,991.388 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Walden International Eq, 2,502.581 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Vanguard Inflation Prot, 3,380.898 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Vanguard Intm Term, 8,293.129 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Vanguard Esg Intl Stk, 170 Sh
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt049061
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt049061
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt064700
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt064700
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt031966
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt031966
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-34019
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0424376
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt062144
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt088014
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01700
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01700
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0486
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0465
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06096
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06561
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt02683
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt02683
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0122519
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06096
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0128615
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt094110
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt094596
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt057819
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06096
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt063915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0362232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt062144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt062144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0424376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sales of Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt062144
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-34019
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt083960
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01795114
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01745173
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01795114
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt079575
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt079575
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt079575
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt080798
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01223
IRS990PF/DistributableAmountGrp/TotalTaxAmt01223
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0712
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01223
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01223
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01223
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0513
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0712
IRS990PF/FMVAssetsEOYAmt01795748
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0104974
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0110599
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0110599
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01163115
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01165596
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01165596
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01745173
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0182651
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0269207
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0269207
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0635
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0634
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt029171
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt063139
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt063139
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01745808
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01795748
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01795748
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0635
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0634
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01745808
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01795748
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01745173
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01795114
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0265897
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0187207
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0187207
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01640577
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt083926
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01556651
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt024609
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt080798
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01615968
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01640577
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt029000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt020061
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Courtney N Lemmon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Peter McCrea
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt044 Montgomery St Suite 1305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt144 Montgomery St Suite 1305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194104
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0122519
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0122519
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0122519
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011a
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Refund of Expenses
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt044 Montgomery St Suite 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/BusinessNameLine1Txt0Courtney N Lemmon
IRS990PF/StatementsRegardingActyGrp/PhoneNum03108047624
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,795,748
Liabilities
$634
Net assets
$1,795,114
Revenue
$94,596
Expenses
$128,615
Net income
-$34,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.19$0.20$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.67$0.04$0.17$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.12$0.12$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.26$0.13$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.09$0.13$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.09$0.14$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.13$0.09$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.11$0.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.08$0.08$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.43$0.11$0.10$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.11$0.09$0.03
2013Summary only. Only limited summary data is available for this year.$1.48$0.00$0.06$0.08$0.02
2012Summary only. Only limited summary data is available for this year.$1.31$0.00$0.05$0.08$0.03
2011Summary only. Only limited summary data is available for this year.$1.27$0.00$0.05$0.07$0.02