Civic Intelligence

Dan Murphy Foundation

990PF • Fiscal year 2022 • EIN 95-6046963

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 05, 2023

Organization Profile

View Organization Page

800 West Sixth Street 1240Los Angeles, CA 90017

(213) 623-3120

Siviq Scores

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

Liabilities / Assets

19th percentile

0.02x

Higher debt load relative to assets than 19% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Source year 2022

Liabilities / Revenue

86th percentile

6.70x

Higher debt load relative to revenue than 86% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Source year 2022

Net Margin

1st percentile

-500%

Higher net margin than 1% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Source year 2022

Top Officer Pay

33rd percentile

$399,897

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 44.5% of source-year revenue.

2022 filings • $250M-$1B nonprofits • Source year 2022

Asset Growth

8th percentile

-17%

Faster asset growth than 8% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$262,276,699

Down $54,536,293 (-17%) from 2021

Net Assets

$256,250,928

No earlier filing loaded for comparison.

Liabilities

Down

$6,025,771

Down $7,348,287 (-55%) from 2021

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin1st percentile

Revenue

Down

$899,567

Down $35,314,742 (-98%) from 2021

Expenses

Down

$5,398,229

Down $4,312,848 (-44%) from 2021

Net Income

Down

-$4,498,662

Down $31,001,894 (-117%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$400M$300M$200M$100M$0Assets 2011: $202,372,799Liabilities 2011: $127,4012011Assets 2012: $207,178,313Liabilities 2012: $136,7472012Assets 2013: $222,962,088Liabilities 2013: $253,743Net Assets 2013: $222,708,3452013Assets 2014: $214,986,922Liabilities 2014: $225,616Net Assets 2014: $214,761,3062014Assets 2015: $206,139,299Liabilities 2015: $1,132,468Net Assets 2015: $205,006,8312015Assets 2017: $249,813,740Liabilities 2017: $223,798Net Assets 2017: $249,589,9422017Assets 2018: $226,188,443Liabilities 2018: $32,845,868Net Assets 2018: $193,342,5752018Assets 2019: $249,782,356Liabilities 2019: $26,008,902Net Assets 2019: $223,773,4542019Assets 2020: $280,929,861Liabilities 2020: $19,660,735Net Assets 2020: $261,269,1262020Assets 2021: $316,812,992Liabilities 2021: $13,374,0582021Assets 2022: $262,276,699Liabilities 2022: $6,025,771Net Assets 2022: $256,250,9282022Assets 2023: $276,334,673Liabilities 2023: $1,450,9912023Assets 2024: $285,821,155Liabilities 2024: $1,206,759Net Assets 2024: $284,614,3962024

Highlighted filing

2022

Assets$262,276,699
Liabilities$6,025,771
Net Assets$256,250,928
Open 2022 Filing

Operations Trend

Revenue Growth1st percentile

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

$50M$0-$50MRevenue 2011: $13,138,319Expenses 2011: $10,137,854Net Income 2011: $3,000,4652011Revenue 2012: $9,685,205Expenses 2012: $12,786,058Net Income 2012: -$3,100,8532012Revenue 2013: $21,137,159Expenses 2013: $12,569,243Net Income 2013: $8,567,9162013Revenue 2014: $13,908,211Expenses 2014: $12,702,429Net Income 2014: $1,205,7822014Revenue 2015: $16,489,309Expenses 2015: $12,982,100Net Income 2015: $3,507,2092015Revenue 2017: $9,674,887Expenses 2017: $10,533,942Net Income 2017: -$859,0552017Revenue 2018: $1,677,559Expenses 2018: $46,395,996Net Income 2018: -$44,718,4372018Revenue 2019: $12,175,695Expenses 2019: $5,399,986Net Income 2019: $6,775,7092019Revenue 2020: $6,267,391Expenses 2020: $5,098,785Net Income 2020: $1,168,6062020Revenue 2021: $36,214,309Expenses 2021: $9,711,077Net Income 2021: $26,503,2322021Revenue 2022: $899,567Expenses 2022: $5,398,229Net Income 2022: -$4,498,6622022Revenue 2023: $21,165,801Expenses 2023: $10,540,407Net Income 2023: $10,625,3942023Revenue 2024: $23,029,873Expenses 2024: $14,031,897Net Income 2024: $8,997,9762024

Highlighted filing

2022

Revenue$899,567
Expenses$5,398,229
Net Income-$4,498,662
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 5, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID FUHRMANPresidentFT$321,231$78,666$399,897
RICHARD A GRANT JRPast PresidentPT$0--
Mother Gloria ThereseDirectorPT$0--
PATRICIA L MCKENNATreasurerPT$0--
MICHAEL DI PIETRODirectorPT$0--
LYNNE M HOOKDirectorPT$0--
JOSEPH M LUMARDADirectorPT$0--
JOSEPH C SANDERSChairmanPT$0--
NORA URREASecretaryPT$0--
MONSIGNOR SABATO PILATODirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Dan Murphy Foundation
EIN
95-6046963
Phone
2136233120
Address
800 WEST SIXTH STREET 1240, LOS ANGELES, CA 90017

Signing Officer

Name
David Fuhrman
Title
President
Signed
2023-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Pamela R Ross CPA
Address
22739 Federalist Road, Calabasas, CA 91302
Preparer
Pamela R Ross
Phone
8186138581
Raw XML AppendixShowing 400 of 689 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/Amt098200
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt098200
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02022-08-03
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12022-05-17
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1SL
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt067843
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt16515
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt04038
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1760
DepreciationSchedule/DepreciationPropertyGrp/LifeRt07.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt15.0000
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1AV EQUIPMENT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm01607 CAPITAL PARTNERS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt07070843
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt07070843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt08054384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt125136477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt222066904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt318685013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48615969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt57904461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt67507654
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt710445290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt84702002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt98000000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt08054384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt125136477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt222066904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt318685013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48615969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt57904461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt67507654
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt710445290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt84702002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt98000000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABDIEL QUALIFIED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1TWO SIGMA US ALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21607 CAPITAL PARTNERS INT'L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3KABOUTER INT'L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4VANGUARD MUTUAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5NEUMEIER POMA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6WELLINGTON TRUST CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7VULCAN VALUE PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ALPINE INVESTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9MANULIFE PRIVATE EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10LAURION CAPITAL
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt015271328
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt015271328
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt035776
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1797729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2589343
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt319723
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4210085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt510328
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt62841023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt71069712
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt87932267
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9701705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1026087357
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt111927033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt122574549
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt138299732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt145366214
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt154419039
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt163705153
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1715091489
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt187042143
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt194200077
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2010629810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt211041999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt222867003
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0LUXOR CAPITAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BLACKSTONE STRATEGIC ALLIANCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MS GLOBAL DISTRESSED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MS PRIVATE EQUITY ASIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4MS PRIVATE III CAYMAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5MSDW VENTURE IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6RIALTO REAL ESTATE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ALPHAKEYS REAL ESTATE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8TACONIC OPPORTUNITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9YORK CREDIT OPPORTUNITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10STEPSTONE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11CENTERGATE CAPITAL PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12DENHAM OIL & GAS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13PELICAN ENERGY PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14OVERLOOK PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15BERTRAM GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16LONE STAR FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17DAVIDSON KEMPNER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18WGI EMERGING MKTS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19PRIME FINANCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20VARADERO INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21FORTRESS CREDIT OPPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22NEW QUEST ASIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt035776
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1797729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2589343
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt319723
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4210085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt510328
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt62841023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt71069712
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt87932267
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9701705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1026087357
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt111927033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt122574549
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt138299732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt145366214
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt154419039
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt163705153
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1715091489
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt187042143
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt194200077
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2010629810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt211041999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt222867003
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01029489
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-1094623
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt092298
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 Income
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0872403
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0899567
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0899567
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt098200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt098200
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0256985
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt064246
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0321231
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010800496
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03292000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt04798
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01029489
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01029489
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-4498662
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt015786426
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt092298
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt092298
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0420
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0420
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1094623
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01152175
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt095222
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt095222
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0285000
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0285000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0112273
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0112273
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0872403
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0872403
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt05001
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0735087
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0740088
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0191796
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt018606
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0210402
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01286
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt024076
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0218329
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt011866945
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0842015
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05398229
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01994190
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0899567
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01066449
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0842015
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02106229
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt020266
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt020266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52011-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02916961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14257410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24706678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt35000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0395253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1344125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2107187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-257410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-1936845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5148225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-634136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7738978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0395253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1344125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2107187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-257410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-1936845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5148225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-634136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7738978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0395253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13261086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2107187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt34000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42769833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5148225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt64365864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7738978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0GARDENER RUSSO HOLDBACK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NEUMEIER POMA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2VANGUARD INST LT GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3VANGUARD ST BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4VULCAN VALUE PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5YORK HOLDBACK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6KABOUTER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7K-1 CAPITAL GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42022-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52022-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62022-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72022-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1094623
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-1111152
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4498662
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt042689344
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0298940272
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0303438934
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0256250928
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt013246523
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt013246523
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt013246523
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt013262538
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt016015
IRS990PF/DistributableAmountGrp/TotalTaxAmt016015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0140040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0156055
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0140040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0156055
IRS990PF/FMVAssetsEOYAmt0262276699
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt076918
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0237127
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0218993
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0394001
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0218993
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0218993
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0206487
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0578469
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0578469
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt08563796
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt07070843
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt07070843
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0142347640
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0121118154
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0121118154
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt011152586
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt07266344
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt013297140
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt05788644
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt098208
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0167768
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt069560
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt069560
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0292286348
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0248984584
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt08042035
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt07266344
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt07266344
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0123055353
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0107459289
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0107459289
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt072153
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt085913
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt085913
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt013742220
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03137806
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03137806
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0316812992
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0262276699
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0262276699
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt013374058
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt06025771
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0316812992
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0262276699
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0303438934
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0256250928
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt020389307
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt015271328
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt015271328
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0269290106
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09194377
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0259960847
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04039352
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0134882
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt013262538
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0265250754
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0269290106
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0200000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt184850
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt053090
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt132727
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0HEIDI TALBOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1CATHY HEUTMAKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0CAO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1GRANTS ADMIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0800 W SIXTH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1800 W SIXTH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1Los Angeles
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd090017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd190017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CAMBRIDGE ASSOCIATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1VULCAN VALUE PARTNERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2PAMELA R ROSS CPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0547568
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt172169
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt262342
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt361200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt453006
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0NEUMEIER POMA INVESTMENT COUNSEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm1WELLINGTON MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2INVESTMENT MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3ACCOUNTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4INVESTMENT MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt02730 SAND HILL ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt126435 CARMEL RANCHO BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt22801 HIGHWAY 280 SOUTH SUITE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt322739 FEDERALIST ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt4280 CONGRESS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0MENLO PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1CARMEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2BIRMINGHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3CALABASAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm4BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd4MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd193923
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd235223
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd391302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd402210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$262,276,699
Liabilities
$6,025,771
Net assets
$256,250,928
Revenue
$899,567
Expenses
$5,398,229
Net income
-$4,498,662
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$286$1.21$285$23.0$14.0$9.00
2023Summary only. Only limited summary data is available for this year.$276$1.45$21.2$10.5$10.6
2022Detailed filing. Detailed filing data is available for this year.$262$6.03$256$0.90$5.40$4.50
2021Summary only. Only limited summary data is available for this year.$317$13.4$36.2$9.71$26.5
2020Detailed filing. Detailed filing data is available for this year.$281$19.7$261$6.27$5.10$1.17
2019Detailed filing. Detailed filing data is available for this year.$250$26.0$224$12.2$5.40$6.78
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$226$32.8$193$1.68$46.4$44.7
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$250$0.22$250$9.67$10.5$0.86
2015Detailed filing. Detailed filing data is available for this year.$206$1.13$205$16.5$13.0$3.51
2014Detailed filing. Detailed filing data is available for this year.$215$0.23$215$13.9$12.7$1.21
2013Detailed filing. Detailed filing data is available for this year.$223$0.25$223$21.1$12.6$8.57
2012Summary only. Only limited summary data is available for this year.$207$0.14$9.69$12.8$3.10
2011Summary only. Only limited summary data is available for this year.$202$0.13$13.1$10.1$3.00