Civic Intelligence

The 515 Foundation

990PF • Fiscal year 2019 • EIN 13-7308450

Oct 01, 2018 to Sep 30, 2019 • Filed on Feb 18, 2020

Organization Profile
1600 Huntington DriveSouth Pasadena, CA 91030

(626) 441-5110

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

71st percentile

15%

Faster asset growth than 71% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

150%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$101,248

Up $12,985 (+15%) from 2018

Net Assets

Up

$101,248

Up $12,985 (+15%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin89th percentile

Revenue

Up

$31,217

Up $18,725 (+150%) from 2018

Expenses

Up

$17,732

Up $1,841 (+12%) from 2018

Net Income

Up

$13,485

Up $16,884 (+497%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$150K$100K$50K$0Assets 2011: $118,240Liabilities 2011: $02011Assets 2012: $104,759Liabilities 2012: $02012Assets 2013: $104,912Liabilities 2013: $02013Assets 2014: $104,083Liabilities 2014: $02014Assets 2015: $93,896Liabilities 2015: $0Net Assets 2015: $93,8962015Assets 2016: $94,475Liabilities 2016: $0Net Assets 2016: $94,4752016Assets 2017: $91,902Liabilities 2017: $0Net Assets 2017: $91,9022017Assets 2018: $88,263Liabilities 2018: $0Net Assets 2018: $88,2632018Assets 2019: $101,248Liabilities 2019: $0Net Assets 2019: $101,2482019Assets 2020: $101,549Liabilities 2020: $0Net Assets 2020: $101,5492020Assets 2021: $97,716Liabilities 2021: $0Net Assets 2021: $97,7162021Assets 2022: $92,332Liabilities 2022: $0Net Assets 2022: $92,3322022Assets 2023: $89,394Liabilities 2023: $0Net Assets 2023: $89,3942023Assets 2024: $78,546Liabilities 2024: $0Net Assets 2024: $78,5462024

Highlighted filing

2019

Assets$101,248
Liabilities$0
Net Assets$101,248
Open 2019 Filing

Operations Trend

Revenue Growth95th percentile

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

$40K$20K$0-$20KRevenue 2011: $4,251Expenses 2011: $11,360Net Income 2011: -$7,1092011Revenue 2012: -$1,930Expenses 2012: $11,541Net Income 2012: -$13,4712012Revenue 2013: $12,724Expenses 2013: $12,483Net Income 2013: $2412013Revenue 2014: $13,015Expenses 2014: $13,590Net Income 2014: -$5752014Revenue 2015: $4,654Expenses 2015: $14,581Net Income 2015: -$9,9272015Revenue 2016: $15,041Expenses 2016: $14,348Net Income 2016: $6932016Revenue 2017: $11,997Expenses 2017: $14,269Net Income 2017: -$2,2722017Revenue 2018: $12,492Expenses 2018: $15,891Net Income 2018: -$3,3992018Revenue 2019: $31,217Expenses 2019: $17,732Net Income 2019: $13,4852019Revenue 2020: $19,757Expenses 2020: $18,832Net Income 2020: $9252020Revenue 2021: $15,647Expenses 2021: $19,312Net Income 2021: -$3,6652021Revenue 2022: $15,267Expenses 2022: $20,434Net Income 2022: -$5,1672022Revenue 2023: $17,883Expenses 2023: $20,609Net Income 2023: -$2,7262023Revenue 2024: $8,967Expenses 2024: $19,566Net Income 2024: -$10,5992024

Highlighted filing

2019

Revenue$31,217
Expenses$17,732
Net Income$13,485
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Feb 18, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN LEVY YARNELLTrustee-$0--
DAMON YARNELLTrustee-$0--
BRIAN YARNELLTrustee-$0--
LUCY ANN YARNELLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The 515 Foundation
EIN
13-7308450
Address
1600 HUNTINGTON DRIVE, SOUTH PASADENA, CA 91030

Signing Officer

Name
Susan Levy Yarnell
Title
Trustee
Phone
6264415110
Signed
2020-02-18
Discuss with paid preparer
Yes

Preparer

Firm
Stern & Jacobs Inc
Address
15300 Ventura Blvd Ste 502, Sherman Oaks, CA 91403
Preparer
Mark Jacobs CPA
Phone
8187834665
Raw XML Appendix334 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/Amt02050
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATIONACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt04011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21931
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34616
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt718744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt83496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt95168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt102689
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt116884
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt122468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt138957
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt142204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt153308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1737
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1818842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03784
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt111828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt218263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt310888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt413372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt57061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt616142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt755226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt811769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt912938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1021471
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1127806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt123593
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1324876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1413032
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1516920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1818059
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AT & T - 100 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMERICAN EXPRESS - 100 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BOEING CO - 48 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3COCA COLA CO - 200 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4EMERSON ELECTRIC - 200 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5EXXON MOBIL CORP - 100 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6INTERNATL BUS MACH-111 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ISHARES S&P 500 INDEX-185 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8JP MORGAN CHASE - 100 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9JOHNSON & JOHNSON - 100 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10MCDONALDS CORP - 100 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11MICROSOFT CORP - 200 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12PFIZER INC - 100 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13PROCTER & GAMBLE - 200 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14WALT DISNEY CO - 100 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15HONEYWELL INTERNATL-100 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ADVANSIX INC - 4 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17GARRETT MOTION INC - 10 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ISHARES S&P SMALL CAP 600-232
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt07165
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt024052
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt031217
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt031217
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02050
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt07370
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt024052
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt013009
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt013009
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt07165
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07165
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07165
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt013485
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt030299
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt024052
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt031217
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0205
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02573
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt07370
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt013009
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt017732
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt031217
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt031217
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04723
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02002-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12003-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02092
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt017058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt017058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt019150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc052 SHRS BOEING COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc140 SHRS ISHARES S & P 500 INDEX FND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21667 SHRS RESIDEO TECHNOLOGIES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt024052
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0205
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt013485
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0500
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0101748
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt088263
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0101248
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt013581
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt013581
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt013581
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt014205
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0624
IRS990PF/DistributableAmountGrp/TotalTaxAmt0624
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0624
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0624
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0624
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0624
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0291679
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04058
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04448
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04448
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt084205
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt096800
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0287231
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt088263
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0101248
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0291679
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt088263
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0101248
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt088263
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0101248
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt088263
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0101248
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0288432
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04253
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0284179
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04326
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt014205
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0284106
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0288432
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SUSAN LEVY YARNELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAMON YARNELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BRIAN YARNELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LUCY ANN YARNELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0924 WEST END AVENUE APT 75
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1301 SOUTH COLLEGE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21087 MEADOWBROOK AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32325 15TH STREET NW 104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CARLISLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd117013
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2900196710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd320009
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt00
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt013009
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt013009
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt013009
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARK C JACOBS CPA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt015300 VENTURA BLVD STE 502
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SHERMAN OAKS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091403
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08187834665
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SUSAN LEVY YARNELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03009
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO HONOR AND CELEBRATE THE PLAYWRIGHT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1THEATRICAL EXCELLENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SIGNATURE THEATRE - FEIN 13-3641560
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1PUBLIC THEATER - FEIN 13-1844852
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0480 WEST 42ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1425 LAFAYETTE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110003
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013009
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt032194
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt013009
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013581
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013009
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013581
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt013009
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0500
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL INCOME TAX
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02573
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WHITTIER TRUST COMPANY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/CategoryTxt0NY ANNUAL CHARITABLE FILING
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN LEVY YARNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06264415110
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE 515 FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0515F
ReturnHeader/Filer/EIN0137308450
ReturnHeader/Filer/USAddress/AddressLine1Txt01600 HUNTINGTON DRIVE
ReturnHeader/Filer/USAddress/CityNm0SOUTH PASADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091030
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203851627
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stern & Jacobs Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015300 Ventura Blvd Ste 502
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sherman Oaks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091403
ReturnHeader/PreparerPersonGrp/PhoneNum08187834665
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Jacobs CPA
ReturnHeader/ReturnTs02020-02-21T15:30:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,248
Liabilities
$0
Net assets
$101,248
Revenue
$31,217
Expenses
$17,732
Net income
$13,485
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.09$0.20$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.18$0.21$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.15$0.20$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.16$0.19$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.20$0.19$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.31$0.18$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.12$0.16$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.12$0.14$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.15$0.14$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.05$0.15$0.10
2014Summary only. Only limited summary data is available for this year.$1.04$0.00$0.13$0.14$0.01
2013Summary only. Only limited summary data is available for this year.$1.05$0.00$0.13$0.12$0.00
2012Summary only. Only limited summary data is available for this year.$1.05$0.00$0.02$0.12$0.13
2011Summary only. Only limited summary data is available for this year.$1.18$0.00$0.04$0.11$0.07