Civic Intelligence

The Lakeview Foundation

990PF • Fiscal year 2016 • EIN 95-4791558

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

Organization Profile
300-B Drakes Landing Road No 190Greenbrae, CA 94904

(415) 430-4175

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

1st percentile

-986%

Higher net margin than 1% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

21st percentile

$7,000

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

5th percentile

-15%

Faster asset growth than 5% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$20,341,575

Down $3,451,702 (-15%) from 2015

Net Assets

Down

$20,341,575

Down $3,451,702 (-15%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin1st percentile

Revenue

Up

$510,053

Up $5,451,314 (+110%) from 2015

Expenses

Up

$5,538,070

Up $956,093 (+21%) from 2015

Net Income

Up

-$5,028,017

Up $4,495,221 (+47%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$40M$30M$20M$10M$0Assets 2011: $27,869,025Liabilities 2011: $1,6592011Assets 2012: $32,114,484Liabilities 2012: $3222012Assets 2013: $31,791,714Liabilities 2013: $3222013Assets 2014: $31,232,278Liabilities 2014: $0Net Assets 2014: $31,232,2782014Assets 2015: $23,793,277Liabilities 2015: $0Net Assets 2015: $23,793,2772015Assets 2016: $20,341,575Liabilities 2016: $0Net Assets 2016: $20,341,5752016Assets 2017: $17,137,488Liabilities 2017: $0Net Assets 2017: $17,137,4882017Assets 2018: $11,827,171Liabilities 2018: $02018Assets 2019: $6,553,881Liabilities 2019: $02019Assets 2020: $2,321,091Liabilities 2020: $0Net Assets 2020: $2,321,0912020Assets 2021: $4,013,163Liabilities 2021: $0Net Assets 2021: $4,013,1632021Assets 2022: $9,793,113Liabilities 2022: $0Net Assets 2022: $9,793,1132022Assets 2023: $3,876,920Liabilities 2023: $0Net Assets 2023: $3,876,9202023Assets 2024: $3,314,414Liabilities 2024: $0Net Assets 2024: $3,314,4142024

Highlighted filing

2016

Assets$20,341,575
Liabilities$0
Net Assets$20,341,575
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2011: $5,913,502Expenses 2011: $2,406,633Net Income 2011: $3,506,8692011Revenue 2012: $8,020,093Expenses 2012: $2,786,532Net Income 2012: $5,233,5612012Revenue 2013: $6,507,906Expenses 2013: $7,067,189Net Income 2013: -$559,2832013Revenue 2014: $1,285,374Expenses 2014: $3,653,829Net Income 2014: -$2,368,4552014Revenue 2015: -$4,941,261Expenses 2015: $4,581,977Net Income 2015: -$9,523,2382015Revenue 2016: $510,053Expenses 2016: $5,538,070Net Income 2016: -$5,028,0172016Revenue 2017: $532,072Expenses 2017: $7,442,627Net Income 2017: -$6,910,5552017Revenue 2018: $487,926Expenses 2018: $7,041,583Net Income 2018: -$6,553,6572018Revenue 2019: $3,055,738Expenses 2019: $1,041,328Net Income 2019: $2,014,4102019Revenue 2020: $1,301,410Expenses 2020: $7,920,679Net Income 2020: -$6,619,2692020Revenue 2021: $5,798,009Expenses 2021: $3,732,654Net Income 2021: $2,065,3552021Revenue 2022: $10,144,047Expenses 2022: $4,748,514Net Income 2022: $5,395,5332022Revenue 2023: -$16,574Expenses 2023: $6,212,244Net Income 2023: -$6,228,8182023Revenue 2024: $2,361,478Expenses 2024: $5,514,127Net Income 2024: -$3,152,6492024

Highlighted filing

2016

Revenue$510,053
Expenses$5,538,070
Net Income-$5,028,017
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELANIE SCHOWDirector-$7,000-$7,000
STEVEN SCHOWCFO / Director-$7,000-$7,000
ROGER SCHOWPresident / Director-$7,000-$7,000
JEFFREY CODDINGTONAudit Committee-$3,500-$3,500
NAN SCHOWBoard Chair / Director-$0--
FARAH LESCHNERExecutive Director / Secre-$0--
Filing and Contact Details

Filer

Filer Name
The Schow Foundation
EIN
95-4791558
Phone
4154304175
Address
300-B Drakes Landing Road No 190, Greenbrae, CA 94904

Signing Officer

Name
Steven Schow
Title
Director
Phone
4154304175
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Bpm Llp
Address
600 California Street Suite 600, San Francisco, CA 94108
Preparer
Sandy G Murray
Phone
4154215757
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2391137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt328525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Fidelity #8706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Fidelity #8706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS FROM PARTNERSHIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0386521
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5028017
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01576315
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt020341575
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt023793277
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt020341575
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01331258
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01331258
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01331258
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01338762
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07504
IRS990PF/DistributableAmountGrp/TotalTaxAmt07504
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07321
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt014825
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07504
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07321
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07504
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07504
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt014825
IRS990PF/FMVAssetsEOYAmt023920965
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0199291
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt066232
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt066232
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt011750180
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011380237
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011597738
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt023713
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt023713
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05464291
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04258677
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt07646192
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt023793277
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt020341575
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04577209
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0803078
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0803078
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt023793277
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt020341575
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt023920965
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt023793277
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt020341575
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt023793277
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt020341575
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01802306
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt03833351
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt03807725
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt027182976
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01902861
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt025243141
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0407745
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt036974
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01338762
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt026775231
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt027182976
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0PERIGON WEALTH MANAGEMENT LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1BPM LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0137393
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt174583
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Accounting
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0201 MISSION STREET SUITE 1825
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1600 California St Suite 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1San FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd194108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt07000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt27000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt37000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt53500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MELANIE SCHOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NAN SCHOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEVEN SCHOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ROGER SCHOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4FARAH LESCHNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JEFFREY CODDINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1BOARD CHAIR / DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CFO / DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3PRESIDENT / DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4EXECUTIVE DIRECTOR / SECRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5AUDIT COMMITTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0300-B Drakes Landing Road Suite 190
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1300-B Drakes Landing Road Suite 190
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2300-B Drakes Landing Road Suite 190
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3300-B Drakes Landing Road Suite 190
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4300-B Drakes Landing Road Suite 190
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5300-B Drakes Landing Road Suite 190
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Greenbrae
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Greenbrae
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Greenbrae
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Greenbrae
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Greenbrae
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Greenbrae
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094904
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194904
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294904
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394904
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd494904
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd594904
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02973041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02980545
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt04353759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03266182
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt06729253
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02529633
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02199467
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.111037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.138788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.090292
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.172594
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.072061
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.081449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt07504
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt026775231
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt031369842
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt036173609

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,341,575
Liabilities
$0
Net assets
$20,341,575
Revenue
$510,053
Expenses
$5,538,070
Net income
-$5,028,017
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$2.36$5.51$3.15
2023Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.02$6.21$6.23
2022Detailed filing. Detailed filing data is available for this year.$9.79$0.00$9.79$10.1$4.75$5.40
2021Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$5.80$3.73$2.07
2020Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$1.30$7.92$6.62
2019Summary only. Only limited summary data is available for this year.$6.55$0.00$3.06$1.04$2.01
2018Summary only. Only limited summary data is available for this year.$11.8$0.00$0.49$7.04$6.55
2017Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.53$7.44$6.91
2016Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$0.51$5.54$5.03
2015Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$4.94$4.58$9.52
2014Detailed filing. Detailed filing data is available for this year.$31.2$0.00$31.2$1.29$3.65$2.37
2013Summary only. Only limited summary data is available for this year.$31.8$0.00$6.51$7.07$0.56
2012Summary only. Only limited summary data is available for this year.$32.1$0.00$8.02$2.79$5.23
2011Summary only. Only limited summary data is available for this year.$27.9$0.00$5.91$2.41$3.51