Civic Intelligence

David C Copley Foundation

990PF • Fiscal year 2018 • EIN 95-6051770

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 31, 2019

2251 San Diego Avenue Suite A-238San Diego, CA 92110

(619) 269-8220

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2018 filings • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

6th percentile

0.00x

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

2018 filings • $100M-$250M nonprofits • Source year 2018

Net Margin

5th percentile

-36%

Higher net margin than 5% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

34th percentile

$269,162

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2018 filings • $100M-$250M nonprofits • Source year 2018

Asset Growth

25th percentile

-2.0%

Faster asset growth than 25% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-70%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2017 to 2018

Assets

Down

$105,505,429

Down $2,126,721 (-2.0%) from 2017

Net Assets

Down

$105,505,429

Down $2,126,721 (-2.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$5,853,162

Down $13,872,358 (-70%) from 2017

Expenses

Up

$7,979,883

Up $1,720,698 (+27%) from 2017

Net Income

Down

-$2,126,721

Down $15,593,056 (-116%) from 2017

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2011: $5,454,476Liabilities 2011: $02011Assets 2012: $4,265,370Liabilities 2012: $02012Assets 2013: $45,362,166Liabilities 2013: $02013Assets 2014: $70,307,987Liabilities 2014: $02014Assets 2015: $91,461,944Liabilities 2015: $0Net Assets 2015: $91,461,9442015Assets 2016: $94,165,815Liabilities 2016: $0Net Assets 2016: $94,165,8152016Assets 2017: $107,632,150Liabilities 2017: $0Net Assets 2017: $107,632,1502017Assets 2018: $105,505,429Liabilities 2018: $0Net Assets 2018: $105,505,4292018Assets 2019: $104,350,509Liabilities 2019: $0Net Assets 2019: $104,350,5092019Assets 2020: $103,732,438Liabilities 2020: $0Net Assets 2020: $103,732,4382020Assets 2021: $104,718,885Liabilities 2021: $0Net Assets 2021: $104,718,8852021Assets 2022: $104,967,080Liabilities 2022: $0Net Assets 2022: $104,967,0802022Assets 2023: $105,060,577Liabilities 2023: $0Net Assets 2023: $105,060,5772023Assets 2024: $104,462,718Liabilities 2024: $0Net Assets 2024: $104,462,7182024

Highlighted filing

2018

Assets$105,505,429
Liabilities$0
Net Assets$105,505,429

Operations Trend

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

$60M$40M$20M$0-$20MRevenue 2011: $184,073Expenses 2011: $1,867,971Net Income 2011: -$1,683,8982011Revenue 2012: $162,930Expenses 2012: $1,352,036Net Income 2012: -$1,189,1062012Revenue 2013: $43,107,253Expenses 2013: $2,010,457Net Income 2013: $41,096,7962013Revenue 2014: $29,110,179Expenses 2014: $4,164,358Net Income 2014: $24,945,8212014Revenue 2015: $24,763,512Expenses 2015: $3,609,555Net Income 2015: $21,153,9572015Revenue 2016: $6,947,943Expenses 2016: $4,244,072Net Income 2016: $2,703,8712016Revenue 2017: $19,725,520Expenses 2017: $6,259,185Net Income 2017: $13,466,3352017Revenue 2018: $5,853,162Expenses 2018: $7,979,883Net Income 2018: -$2,126,7212018Revenue 2019: $5,605,954Expenses 2019: $6,760,874Net Income 2019: -$1,154,9202019Revenue 2020: $5,257,473Expenses 2020: $5,875,544Net Income 2020: -$618,0712020Revenue 2021: $7,476,735Expenses 2021: $6,490,288Net Income 2021: $986,4472021Revenue 2022: $5,304,378Expenses 2022: $5,056,183Net Income 2022: $248,1952022Revenue 2023: $6,085,572Expenses 2023: $5,992,075Net Income 2023: $93,4972023Revenue 2024: $8,701,477Expenses 2024: $9,299,336Net Income 2024: -$597,8592024

Highlighted filing

2018

Revenue$5,853,162
Expenses$7,979,883
Net Income-$2,126,721
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 31, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEAN P DWYERTrustee, President, CEOPT$230,000$39,162$269,162
KIMBERLY KOCHChief Operating OfficerFT$96,857$25,590$122,447
CHARLES F PATRICKTrustee, Chairman-$50,000-$50,000
ERIC O FREEBERGTrustee, SecretaryPT$50,000-$50,000
JESSICA WALKERTrustee, Treasurer-$50,000-$50,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantRADY CHILDREN'S HOSPITAL FOUNDATIONCOPLEY PSYCHIATRIC EMERGENCY DEPARTMENTPCSAN DIEGO, CA, US$1,250,000
Paid GrantSHARP HEALTHCARE SAN DIEGO INCADVANCED HEART CARE CENTERPCSAN DIEGO, CA, US$900,000
Paid GrantKPBSBUILDING CAMPAIGNPCSAN DIEGO, CA, US$400,000
Paid GrantSAN DIEGO SYMPHONYGENERAL SUPPORT AND BAYSIDE PERFORMANCE PARKPCSAN DIEGO, CA, US$310,000
Paid GrantUC SAN DIEGO FOUNDATIONSTUDENT-RUN FREE CLINIC PROJECT AND SCRIPPS INSTITUTE OF OCEANOGRAPHYPCLA JOLLA, CA, US$280,000
Paid GrantYMCA OF SAN DIEGO COUNTYBEACH & BAY FAMILY YMCAPCSAN DIEGO, CA, US$250,000
Paid GrantCOMMUNITY ELDERCARE OF SAN DIEGOPACE EXPANSIONPCSAN DIEGO, CA, US$200,000
Paid GrantSAN DIEGO HABITAT FOR HUMANITYNEW CONSTRUCTION AND HOME REPAIRS IN LOGAN HEIGHTS AND EL CAJONPCSAN DIEGO, CA, US$200,000
Paid GrantOCEAN DISCOVERY INSTITUTEGROWING THE IMPACT AND OPERATING SUPPORTPCSAN DIEGO, CA, US$196,723
Paid GrantSALK INSTITUTE FOR BIOLOGICAL STUDIESPANCREATIC CANCER RESEARCHPCLA JOLLA, CA, US$150,000
Paid GrantSAN DIEGO GRANTMAKERSSD FOOD FUNDERS AND FUNDERS TOGETHER TO END HOMELESSNESS SAN DIEGOPCSAN DIEGO, CA, US$150,000
Paid GrantSAN DIEGO PUBLIC LIBRARY FOUNDATIONIDEA LABSPCSAN DIEGO, CA, US$150,000
Paid GrantINTERFAITH COMMUNITY SERVICESGRANT FOR NORTH COUNTY RESIDENTSPCESCONDIDO, CA, US$125,000
Paid GrantVIETNAM VETERANS OF SAN DIEGOVETERANS REGAINING LIFEPCSAN DIEGO, CA, US$125,000
Paid GrantGENERATE HOPECORONADO COMMUNITY HOME RENOVATIONPCSAN DIEGO, CA, US$100,000
Paid GrantUNITED WAY OF SAN DIEGOEARLY GRADE LITERACY INITIATIVESPCSAN DIEGO, CA, US$100,000
Paid GrantIMPERIAL VALLEY FOOD BANKCAMPAIGN TO FEEDPCEL CENTRO, CA, US$75,000
Paid GrantCOPLEY FAMILY YMCAANNUAL GOLF TOURNAMENT AND GENERAL SUPPORTPCSAN DIEGO, CA, US$52,000
Paid GrantACCESS YOUTH ACADEMYGENERAL SUPPORTPCSAN DIEGO, CA, US$50,000
Paid GrantCAMP PENDLETON ARMED SERVICES YMCAGENERAL SUPPORTPCCAMP PENDLETON, CA, US$50,000
Paid GrantFREE TO THRIVELEGAL CLINIC AND GENERAL SUPPORTPCSAN DIEGO, CA, US$50,000
Paid GrantINTERNATIONAL RELIEF TEAMSHURRICANE FLORENCE RELIEFPCSAN DIEGO, CA, US$50,000
Paid GrantLA JOLLA PLAYHOUSEGENERAL SUPPORTPCLA JOLLA, CA, US$50,000
Paid GrantMISSION EDGE SAN DIEGOZERO8HUNDRED OPERATING SUPPORTPCSAN DIEGO, CA, US$50,000
Paid GrantNATIONAL CONFLICT RESOLUTION CENTERPIPELINE PRISON PROGRAMPCSAN DIEGO, CA, US$50,000
Paid GrantOUTDOOR OUTREACHSTRATEGIC GROWTH INITIATIVEPCSAN DIEGO, CA, US$50,000
Paid GrantSAN DIEGO ARMED SERVICES YMCAGENERAL SUPPORTPCSAN DIEGO, CA, US$50,000
Paid GrantSUPPORT THE ENLISTED PROJECT INCEMERGENCY FINANCIAL ASSISTANCE PROGRAMPCSAN DIEGO, CA, US$50,000
Paid GrantUNITED WAY OF NORTHERN CALIFORNIARELIEF FOR THE CAMP FIREPCREDDING, CA, US$50,000
Paid GrantVOICES FOR CHILDRENCASAPCSAN DIEGO, CA, US$50,000
Paid GrantBARRIO LOGAN COLLEGE INSTITUTEGRANT FOR COLLEGE SUCCESS PIPELINEPCSAN DIEGO, CA, US$45,000
Paid GrantGOMPERS PREPARATORY ACADEMYADVANCED PLACEMENT SCIENCE LABSPCSAN DIEGO, CA, US$38,131
Paid GrantHELPING HAND WORLDWIDE INCPURCHASE TRUCKPCLAGUNA BEACH, CA, US$35,000
Paid GrantBURN INSTITUTEGENERAL SUPPORTPCSAN DIEGO, CA, US$30,000
Paid GrantNEW CHILDREN'S MUSEUMEDUCATION AND MILITARY ACCESSPCSAN DIEGO, CA, US$30,000
Paid GrantREALITY CHANGERSCOLLEGE TOWN GRANTPCSAN DIEGO, CA, US$30,000
Paid GrantBOYS AND GIRLS CLUB GREATER SAN DIEGOGENERAL SUPPORTPCSAN DIEGO, CA, US$28,500
Paid GrantALZHEIMERS SAN DIEGOALZHEIMERS COMPANIONSPCSAN DIEGO, CA, US$25,000
Paid GrantELEMENTARY INSTITUTE OF SCIENCESTEPS 2 STEMPCSAN DIEGO, CA, US$25,000
Paid GrantJOHN BROCKINGTON FOUNDATIONTHE LIVING DONATION ASSISTANCE FUNDPCSAN DIEGO, CA, US$25,000
Paid GrantJUNIOR ACHIEVEMENT OF SAN DIEGO COUNTYCAPSTONE GROWTHPCSAN DIEGO, CA, US$25,000
Paid GrantKITCHENS FOR GOODGENERAL SUPPORTPCSAN DIEGO, CA, US$25,000
Paid GrantMAKE-A-WISH FOUNDATION OF SAN DIEGO INCGENERAL SUPPORTPCSAN DIEGO, CA, US$25,000
Paid GrantMONARCH SCHOOLGENERAL SUPPORTPCSAN DIEGO, CA, US$25,000
Paid GrantNATIONAL FOUNDATION FOR AUTISM RESEARCHNFAR TECHNOLOGY OUTREACHPCSAN DIEGO, CA, US$25,000
Paid GrantNATIVITY PREP ACADEMYSCHOLARSHIP AND SUPPORT SERVICESPCSAN DIEGO, CA, US$25,000
Paid GrantRISE UP INDUSTRIESMACHINE SHOP SOCIAL ENTERPRISEPCSAN DIEGO, CA, US$25,000
Paid GrantSAN DIEGO CHILDREN'S DISCOVERY MUSEUMSCHOLARSHIP FUND AND ACTIVE DUTY MILITARY AND VETERAN FUNDPCSAN DIEGO, CA, US$25,000
Paid GrantSAN DIEGO CREW CLASSICGENERAL SUPPORTPCSAN DIEGO, CA, US$25,000
Paid GrantSAN DIEGO HUNGER COALITIONHUNGER FREE KIDSPCSAN DIEGO, CA, US$25,000
Paid GrantSUSAN G KOMEN BREAST CANCER FOUNDATION INCBREAST CANCER SCREENING & DIAGNOSTICS PROGRAMPCDALLAS, TX, US$25,000
Paid GrantTENDER LOVING CANINES ASSISTANCE DOGSGENERAL SUPPORTPCSOLANA BEACH, CA, US$25,000
Paid GrantVISTA HILL FOUNDATIONGENERAL SUPPORTPCSAN DIEGO, CA, US$25,000
Paid GrantBALBOA PARK CONSERVANCYTRANSPORT VEHICLEPCSAN DIEGO, CA, US$20,000
Paid GrantBASICLEARNING ACADEMYPCBORREGO SPRINGS, CA, US$20,000
Paid GrantCATHOLIC CHARITIESHOUSE OF JOSEPHINEPCSAN FRANCISCO, CA, US$20,000
Paid GrantMEALS ON WHEELS GREATER SAN DIEGOGENERAL SUPPORTPCSAN DIEGO, CA, US$20,000
Paid GrantRANCHO COASTAL HUMANE SOCIETYGENERAL SUPPORTPCENCINITAS, CA, US$20,000
Paid GrantREADING LITERACY LEARNING INCANNUAL CHILDREN'S BOOK FAIRPCSAN DIEGO, CA, US$20,000
Paid GrantSAN DIEGO HUMANE SOCIETYGENERAL SUPPORTPCSAN DIEGO, CA, US$20,000
Paid GrantSAN DIEGO OPERAGENERAL SUPPORT AND ARTS EDUCATION PROGRAMPCSAN DIEGO, CA, US$20,000
Paid GrantSAN DIEGO RESCUE MISSIONGENERAL SUPPORTPCSAN DIEGO, CA, US$20,000
Paid GrantWORKSHOPS FOR WARRIORS INCADVANCED MANUFACTURING TRAININGPCSAN DIEGO, CA, US$20,000
Paid GrantWOUNDED WARRIOR HOMESTRANSITIONAL HOUSINGPCSAN MARCOS, CA, US$20,000
Paid GrantLA JOLLA GOLDEN TRIANGLE ROTARY CLUB FOUNDATIONOPERATION PENDLETONPCLA JOLLA, CA, US$18,000
Paid GrantPEOPLE ASSISTING THE HOMELESSTHE ART OF MAKING IT HOMEPCLOS ANGELES, CA, US$15,500
Paid GrantABC YOUTH FOUNDATIONBOXING AND TUTORING PROGRAMPCSAN DIEGO, CA, US$15,000
Paid GrantCANINE COMPANIONS FOR INDEPENDENCEGENERAL SUPPORTPCSANTA ROSA, CA, US$15,000
Paid GrantDIAMOND EDUCATIONAL EXCELLENCE PARTNERSHIPSUPER TUESDAYS TUTORING PROGRAMPCSAN DIEGO, CA, US$15,000
Paid GrantJUST IN TIME FOR FOSTER YOUTHGRANT FOR PATHWAYS TO FINANCIAL POWERPCSAN DIEGO, CA, US$15,000
Paid GrantPAVING GREAT FUTURESGENERAL SUPPORTPCSAN DIEGO, CA, US$12,500
Paid GrantBOYS AND GIRLS CLUB SAN DIEGUITOGENERAL SUPPORTPCENCINITAS, CA, US$12,300
Paid GrantMITCHELL THORP FOUNDATIONGRANTS FOR THE CRITICALLY ILLPCCARLSBAD, CA, US$12,000
Paid GrantBARRIO STATIONGENERAL SUPPORTPCSAN DIEGO, CA, US$10,000
Paid GrantBIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTYGENERAL SUPPORTPCSAN DIEGO, CA, US$10,000
Paid GrantELDERHELP OF SAN DIEGOGENERAL SUPPORTPCSAN DIEGO, CA, US$10,000
Paid GrantEMILIO NARES FOUNDATIONGENERAL SUPPORTPCSAN DIEGO, CA, US$10,000
Paid GrantFERN STREET COMMUNITY ARTS INCGENERAL SUPPORTPCSAN DIEGO, CA, US$10,000
Paid GrantHOME STARTTHRIFT BOUTIQUE SOCIAL ENTERPRISEPCSAN DIEGO, CA, US$10,000
Paid GrantINTERFAITH SHELTER OF SAN DIEGOEL NIDO SHELTER PROGRAMPCSAN DIEGO, CA, US$10,000
Paid GrantJBS TRANSITION EXPERTS DBA VETCTAPVETCTAP WORKSHOP SERVICESPCVISTA, CA, US$10,000
Paid GrantLA JOLLA MUSIC SOCIETYCOMMUNITY MUSIC CENTERPCLA JOLLA, CA, US$10,000
Paid GrantLEAP TO SUCCESSEMPOWERING DOMESTIC VIOLENCE VICTIMSPCCARLSBAD, CA, US$10,000
Paid GrantLIONS TIGERS AND BEARSVET SUPPLIESPCALPINE, CA, US$10,000
Paid GrantMAINLY MOZARTYOUTH ORCHESTRAPCSAN DIEGO, CA, US$10,000
Paid GrantMALASHOCK DANCE & COMPANYEDUCATIONAL OUTREACHPCSAN DIEGO, CA, US$10,000
Paid GrantMAMA'S KITCHENHOME DELIVERED MEAL SERVICEPCSAN DIEGO, CA, US$10,000
Paid GrantMIRACOSTA COLLEGE FOUNDATIONTEXTBOOK LOAN PROGRAMPCOCEANSIDE, CA, US$10,000
Paid GrantPACIFIC ARTS MOVEMENTREEL VOICESPCSAN DIEGO, CA, US$10,000
Paid GrantPALOMAR COLLEGE FOUNDATIONPALOMAR PROMISEPCSAN MARCOS, CA, US$10,000
Paid GrantPROMISE2KIDSGUARDIAN SCHOLARSPCSAN DIEGO, CA, US$10,000
Paid GrantREGENTS OF THE UNIVERSITY OF CALIFORNIA (FOR THE BENEFIT OF UCLA)WORK STUDYPCLOS ANGELES, CA, US$10,000
Paid GrantSAN DIEGO DENTAL HEALTH FOUNDATIONTHE JOHN GEIS DDS DENTAL CLINICPCSAN DIEGO, CA, US$10,000
Paid GrantSAN DIEGO FOOD BANKFOOD 4 KIDS BACKPACK PROGRAMS AND GENERAL SUPPORTPCSAN DIEGO, CA, US$10,000
Paid GrantSAN DIEGO SECOND CHANCE PROGRAMJOB READINESS TRAININGPCSAN DIEGO, CA, US$10,000
Paid GrantSEANY FOUNDATIONCAMP REACH FOR THE SKYPCSAN DIEGO, CA, US$10,000
Paid GrantSPECIAL OLYMPICS SOUTHERN CALIFORNIASCHOOL PARTNERSHIP PROGRAMPCLONG BEACH, CA, US$10,000
Paid GrantTHE CLEARITY FOUNDATIONGENERAL SUPPORTPCSAN DIEGO, CA, US$10,000
Paid GrantTHERAPY CENTER INCEXTENDED PHYSICAL THERAPY AND ASSISTED FITNESS PROGRAMPCLA MESA, CA, US$10,000
Paid GrantBOYS AND GIRLS CLUB SOUTH COUNTYGENERAL SUPPORTPCIMPERIAL BEACH, CA, US$7,800
Paid GrantSOLUTIONS FOR CHANGE INCYOUTH PROGRAMPCVISTA, CA, US$7,000
Paid GrantBOYS AND GIRLS CLUB CARLSBADGENERAL SUPPORTPCCARLSBAD, CA, US$6,700
Paid GrantSAVING HORSES INCFEEDING AND CARE OF THERAPY HORSESPCENCINITAS, CA, US$6,000
Paid GrantBOYS AND GIRLS CLUB OCEANSIDEGENERAL SUPPORTPCOCEANSIDE, CA, US$5,250
Paid GrantANGELS FOSTER FAMILY NETWORKEXPANDING CARING FAMILIES PROGRAMPCSAN DIEGO, CA, US$5,000
Paid GrantARMS WIDE OPENPERFORMING ARTS PROGRAMS FOR PEOPLE WITH DISABILITIESPCEL CAJON, CA, US$5,000
Paid GrantCOMMUNITY CHRISTIAN SERVICE AGENCYHUNGER WALK FUNDRAISERPCSAN DIEGO, CA, US$5,000
Paid GrantFATHER JOE'S VILLAGESHOLIDAY MEALS AND GENERAL SUPPORTPCSAN DIEGO, CA, US$5,000
Paid GrantFEEDING AMERICA SAN DIEGOSCHOOL PANTRYPCSAN DIEGO, CA, US$5,000
Paid GrantGIRLS RISINGMENTORSHIP FOR AT-RISK GIRLSPCSAN DIEGO, CA, US$5,000
Paid GrantPATRONS OF THE PRADOGRANT FOR BUCKS4BUSESPCSAN DIEGO, CA, US$5,000
Paid GrantSAN DIEGO RITECARE CHILDHOOD LANGUAGE CENTERSPEECH LANGUAGE THERAPYPCSAN DIEGO, CA, US$5,000
Paid GrantVIP NEUROREHABILITATION CENTERSCHOLARSHIP PROGRAMPCSAN DIEGO, CA, US$5,000
Paid GrantBOYS AND GIRLS CLUB EAST COUNTYGENERAL SUPPORTPCSANTEE, CA, US$4,900
Paid GrantTHE SALVATION ARMYHOLIDAY MEALSPCLONG BEACH, CA, US$4,000
Paid GrantBOYS AND GIRLS CLUB SAN MARCOSGENERAL SUPPORTPCSAN MARCOS, CA, US$3,900
Paid GrantRONALD MCDONALD HOUSE CHARITIES OF SAN DIEGOTABLES FOR TOTS AND HOLIDAY GRANTPCSAN DIEGO, CA, US$3,500
Paid GrantBOYS AND GIRLS CLUB NORTH COUNTYGENERAL SUPPORTPCFALLBROOK, CA, US$3,400
Paid GrantWARRIOR FOUNDATION FREEDOM STATIONMILITARY HEROES HOME FOR THE HOLIDAYSPCSAN DIEGO, CA, US$2,850
Paid GrantBOYS AND GIRLS CLUB VISTAGENERAL SUPPORTPCVISTA, CA, US$2,500
Paid GrantCIRCLE TLC RANCH INCGENERAL SUPPORTPCSANTEE, CA, US$2,500
Paid GrantCOMMUNITY CAMPERSHIP COUNCILGENERAL SUPPORTPCSAN ANTONIO, CA, US$2,500
Paid GrantNORTH COUNTY LIFELINEOCEANSIDE CAPITAL CAMPAIGNPCOCEANSIDE, CA, US$1,650
Paid GrantCHALLENGED ATHLETES FOUNDATIONSPONSORSHIP BIKE CLUBPCSAN DIEGO, CA, US$1,500
Paid GrantAMERICAN NATIONAL RED CROSSREAL HEROES SPONSORSHIPPCWASHINGTON, DC, US$1,000
Paid GrantSPIRIT OF SHARINGGRANT FOR DIAPERSPCOCEANSIDE, CA, US$500
Filing and Contact Details

Filer

Filer Name
David C Copley Foundation
EIN
95-6051770
Phone
6192698220
Address
2251 SAN DIEGO AVENUE SUITE A-238, SAN DIEGO, CA 92110

Signing Officer

Name
Dean P Dwyer
Title
President
Phone
6192698220
Signed
2019-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Lindsay & Brownell Llp
Address
4225 EXECUTIVE SQUARE SUITE 1150, LA JOLLA, CA 92037
Preparer
Mary H Mcgroarty
Phone
8585589200
Raw XML AppendixShowing 400 of 1,627 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
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt07854
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07854
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0675
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0675
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02770023
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05005526
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt016607
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt012026
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt028633
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt03570
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt032127
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt035697
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt09747
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt09130
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt018877
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0390109
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0390109
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt012501
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0203297
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0215798
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt044790
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt041740
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt086530
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt013349
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt054855
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0119204
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt07371120
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0557763
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07979883
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05563289
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05853162
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0398016
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0557763
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01006779
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01603
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0894
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06904442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14932593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0775604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11013199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2981220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0775604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11013199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2981220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07680046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15945792
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2981220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02770023
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2126721
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0105505429
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0107632150
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0105505429
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05305007
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05305007
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05305007
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05405118
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0100111
IRS990PF/DistributableAmountGrp/TotalTaxAmt0100111
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt025514
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt070625
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt055000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0100111
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt025514
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0100111
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0100111
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0125625
IRS990PF/FMVAssetsEOYAmt0100179435
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02806
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02806
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0105614064
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0102518682
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt097192688
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0107632150
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0105505429
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02018086
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02983941
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02983941
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0107632150
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0105505429
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0100179435
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0107632150
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0105505429
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0107632150
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0105505429
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0109748581
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02520085
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0107228388
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01646229
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0108
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05405118
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0108102352
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0109748581
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0DODGE & COX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0146558
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0555 CALIFORNIA STREET FLOOR 40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt124.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt335.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt050000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1230000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt250000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt396857
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt450000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt139162
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt325590
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARLES F PATRICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DEAN P DWYER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ERIC O FREEBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KIMBERLY KOCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JESSICA WALKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE, CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE, PRESIDENT, CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE, SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3CHIEF OPERATING OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE, TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02251 SAN DIEGO AVE SUITE A-23
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12251 SAN DIEGO AVE SUITE A-23
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22251 SAN DIEGO AVE SUITE A-23
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32251 SAN DIEGO AVE SUITE A-23
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt42251 SAN DIEGO AVE SUITE A-23
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN DIEGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN DIEGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN DIEGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SAN DIEGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SAN DIEGO
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/ZIPCd092110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd292110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd392110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd492110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt07809746
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt07859801
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05439046
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03755073
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03167205
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt03777488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01968272
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.072244
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.054455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.041864
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.041488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.071788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.151623
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt050055
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0108102352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt099881962
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt089696460
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt076341110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt052620047
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt012981377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt07371120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.361218
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt07371120
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt07371120
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt07371120
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KIM KOCH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02251 SAN DIEGO AVE SUITE A-238
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN DIEGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06192698220
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0HTTP://COPLEYFOUNDATION.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER OUTLINING SPECIFIC NEED WITH COPY OF TAX EXEMPT CERTIFICATE, LIST OF BOARD/TRUSTEE MEMBERS, FINANCIAL BUDGETARY INFORMATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KIM KOCH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06192698220
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt02251 SAN DIEGO AVENUE SUITE A-238
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd092110
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO CURRENT RESTRICTIONS EXIST FOR GRANT AWARDS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0COMPLETE GRANT PROPOSAL DUE JANUARY 15 OR JULY 15 TO BE AWARDED IN THE SPRING OR FALL RESPECTIVELY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt620000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt745000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt920000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt116700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt124900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1328500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt143400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt155250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1612300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt173900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt187800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt192500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2320000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt241500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt252500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt262500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt275000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt28200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2952000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt345000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt355000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3750000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt38100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt395000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4038131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4135000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4375000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4650000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4825000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4925000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52400000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5318000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5550000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5925000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6450000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6512000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6625000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6750000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6825000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6925000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt711650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72196723
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt765000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7712500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7815500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7910000

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$104$0.00$104$8.70$9.30$0.60
2023Detailed filing. Detailed filing data is available for this year.$105$0.00$105$6.09$5.99$0.09
2022Detailed filing. Detailed filing data is available for this year.$105$0.00$105$5.30$5.06$0.25
2021Detailed filing. Detailed filing data is available for this year.$105$0.00$105$7.48$6.49$0.99
2020Detailed filing. Detailed filing data is available for this year.$104$0.00$104$5.26$5.88$0.62
2019Detailed filing. Detailed filing data is available for this year.$104$0.00$104$5.61$6.76$1.15
2018Detailed filing. Detailed filing data is available for this year.$106$0.00$106$5.85$7.98$2.13
2017Detailed filing. Detailed filing data is available for this year.$108$0.00$108$19.7$6.26$13.5
2016Detailed filing. Detailed filing data is available for this year.$94.2$0.00$94.2$6.95$4.24$2.70
2015Detailed filing. Detailed filing data is available for this year.$91.5$0.00$91.5$24.8$3.61$21.2
2014Summary only. Only limited summary data is available for this year.$70.3$0.00$29.1$4.16$24.9
2013Summary only. Only limited summary data is available for this year.$45.4$0.00$43.1$2.01$41.1
2012Summary only. Only limited summary data is available for this year.$4.27$0.00$0.16$1.35$1.19
2011Summary only. Only limited summary data is available for this year.$5.45$0.00$0.18$1.87$1.68