Civic Intelligence

Joseph a and Katherine M Castucci Foundation

990PF • Fiscal year 2019 • EIN 20-4809927

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 26, 2020

Organization Profile
2144 Kings Crest DrWest Covina, CA 91791

(626) 917-4995

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

4th percentile

-163%

Higher net margin than 4% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

48th percentile

$14,950

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 16.9% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

12th percentile

-8.4%

Faster asset growth than 12% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-44%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,721,398

Down $157,131 (-8.4%) from 2018

Net Assets

Down

$1,721,398

Down $157,131 (-8.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin4th percentile

Revenue

Down

$88,407

Down $68,705 (-44%) from 2018

Expenses

Up

$232,072

Up $81,402 (+54%) from 2018

Net Income

Down

-$143,665

Down $150,107 (-2330%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,819,573Liabilities 2011: $0Net Assets 2011: $1,819,5732011Assets 2012: $1,826,305Liabilities 2012: $0Net Assets 2012: $1,826,3052012Assets 2013: $1,785,284Liabilities 2013: $0Net Assets 2013: $1,785,2842013Assets 2014: $1,819,529Liabilities 2014: $0Net Assets 2014: $1,819,5292014Assets 2015: $1,777,033Liabilities 2015: $0Net Assets 2015: $1,777,0332015Assets 2016: $1,830,172Liabilities 2016: $0Net Assets 2016: $1,830,1722016Assets 2017: $1,872,087Liabilities 2017: $0Net Assets 2017: $1,872,0872017Assets 2018: $1,878,529Liabilities 2018: $0Net Assets 2018: $1,878,5292018Assets 2019: $1,721,398Liabilities 2019: $0Net Assets 2019: $1,721,3982019Assets 2020: $1,723,223Liabilities 2020: $0Net Assets 2020: $1,723,2232020Assets 2021: $1,861,792Liabilities 2021: $12021Assets 2022: $1,849,893Liabilities 2022: $0Net Assets 2022: $1,849,8932022Assets 2023: $1,813,674Liabilities 2023: $12023

Highlighted filing

2019

Assets$1,721,398
Liabilities$0
Net Assets$1,721,398
Open 2019 Filing

Operations Trend

Revenue Growth8th percentile

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

$400K$200K$0-$200KExpenses 2011: $63,3012011Expenses 2012: $121,2602012Revenue 2013: $102,766Expenses 2013: $143,787Net Income 2013: -$41,0212013Revenue 2014: $147,642Expenses 2014: $113,397Net Income 2014: $34,2452014Revenue 2015: $73,557Expenses 2015: $116,053Net Income 2015: -$42,4962015Revenue 2016: $113,708Expenses 2016: $60,569Net Income 2016: $53,1392016Revenue 2017: $163,833Expenses 2017: $121,918Net Income 2017: $41,9152017Revenue 2018: $157,112Expenses 2018: $150,670Net Income 2018: $6,4422018Revenue 2019: $88,407Expenses 2019: $232,072Net Income 2019: -$143,6652019Revenue 2020: $98,361Expenses 2020: $92,074Net Income 2020: $6,2872020Revenue 2021: $264,642Expenses 2021: $109,828Net Income 2021: $154,8142021Revenue 2022: $134,228Expenses 2022: $144,123Net Income 2022: -$9,8952022Revenue 2023: $165,873Expenses 2023: $198,748Net Income 2023: -$32,8752023

Highlighted filing

2019

Revenue$88,407
Expenses$232,072
Net Income-$143,665
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 26, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE TOUHEYTrustee-$14,950-$14,950
STEPHEN HERFERTTrustee-$14,950-$14,950
Filing and Contact Details

Filer

Filer Name
The Joseph & Katherine Castucci
EIN
20-4809927
Phone
6269174995
Address
2144 KINGS CREST DR, WEST COVINA, CA 91791

Signing Officer

Name
Steve Herfert
Title
Trustee
Phone
6269174995
Signed
2020-06-26
Discuss with paid preparer
Yes

Preparer

Firm
White Nelson Diehl Evans Llp
Address
2875 MICHELLE DRIVE SUITE 300, IRVINE, CA 92606
Preparer
Thomas Liu
Phone
7149781300
Raw XML AppendixShowing 400 of 1,088 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/Amt02595
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01298
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01297
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BANK OF AMERICA CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1CITIGROUP INC NEW
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2GOLDMAN SACHS CAPT II
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3JP MORGAN CHASE & CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4MORGAN STANLEY FXD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5WELL FARGO & CO FXD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6NATIONWIDE FINACIAL SERVICES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7PRUDENTIAL FINANCIAL INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8LINCOLN NATIONAL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9ACCRUED INTEREST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt024805
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt124515
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt232933
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt326214
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt451800
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt522485
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt624486
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt725457
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt825245
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt90
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt025559
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt126470
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt235000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt328231
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt450992
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt521776
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt629000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt726875
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt821125
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt93727
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0213
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt128340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt220479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt322209
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt425427
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt513938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt617171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt726075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt916097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt109614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1138104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1230856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1322680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1446312
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1550697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1617864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1755
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18284
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1935159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2025045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2121169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2282118
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0798
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1102778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt233564
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt336153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt427962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt529392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt619085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt730504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt918300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1044250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1133510
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1269700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1335928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1466234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1582002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1639180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1941184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2030700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2128926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22128466
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ADVANSIX INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BLACKSTONE GROUP INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CHEVRON CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CITIGROUP INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5COSTCO WHOLESALE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6DISCOVER FINCL SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8GARRETT MOTION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9GENERAL MTRS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10HONEYWELL INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11IBM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14MICORSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17PJT PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18RESIDEO TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21WALT DISNEY CO HLDG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22COHEN & STEERS REIT & PFD &INM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0106997
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt145243
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt254329
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt312307
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt422039
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt527663
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt643519
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt729990
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt837403
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt924992
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1092613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1148754
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12125275
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1346523
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1430710
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1542308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1652680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0HARTFORD BALANCED INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1JP MORGAN INCOME BUILDER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2LORD ABBETT HIGH YIELD A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3LORD ABBETT SHT DURATION INC A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4MSIF GLOBAL INFRASTRUCTURE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5MSIF GROWTH A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6MSIFT GLOBAL STRATEGIST A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7TEMPLETON GLOBAL BD FD A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8UNIT FIRST TRUST STONEBRIDGE PREFERRED INCOME 18
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9UNIT FIRST TRUST ALTERNATIVE INCOME 28
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10UNIT INVESCO CLOSED-END STRAT VALUE EQUITY & INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11UNIT INVESCO S&P POWERPICKS 2019-3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12UNIT INVESCO SELECT 10 INDUSTRIAL 2019-5
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13UNIT INVESCO DEFENSIVE EQUITY & INCOME 2019-3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14UNIT MORGAN STANLEY GLOBAL BEST BUSINESS MODELS 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15UNIT INVESCO DIVIDEND INCOME & VALUE 2019-3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16UNIT FIRST TRUST HOMEBUILDERS RECOVERY SELECT 22
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0120066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt149990
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt253446
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt311562
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt430581
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt538841
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt643101
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt725101
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt836746
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt922747
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1096453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1150690
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12130984
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1347365
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1433958
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1548093
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1652719
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt069797
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt010950
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt03357
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt04303
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt085050
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt03357
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt088407
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01298
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01297
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02595
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt074100
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt014307
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt029900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0194789
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0194789
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt069797
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt060422
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt069797
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-143665
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0671380
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt04303
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04303
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04303
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt014307
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt077196
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0590
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0238
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0828
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt033
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0301
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03270
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt074100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0196677
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01836
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0232072
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt079032
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt088407
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01888
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01836
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt037283
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt083383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1430566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt34139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt417864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5117908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-13293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-6844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt419833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt53310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt610950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-13293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-6844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt419833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt53310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt610950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt070090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1423722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt34395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt437697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5121218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt610950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY - ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MORGAN STANLEY - LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2UNIT INV SELECT 10 IND 2018-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MSIF GLOBAL INFRASTRUCTURE A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PFIZER INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5UNIT INV SELECT 10 IND 2018-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt014307
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-13198
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-143665
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt013466
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01734864
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01878529
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01721398
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0100988
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0100988
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0100988
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0101760
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0772
IRS990PF/DistributableAmountGrp/TotalTaxAmt0772
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0728
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0772
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0728
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0772
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0772
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01500
IRS990PF/FMVAssetsEOYAmt02131329
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0257950
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0257940
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0268755
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0635356
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0550014
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0900032
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01878529
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt01721398
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0913588
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0843345
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0892443
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt071635
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt070099
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt070099
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01878529
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01721398
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02131329
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01878529
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01721398
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01878529
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01721398
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02066192
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt054931
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02011261
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt030993
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0101760
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02035199
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02066192
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt014950
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt114950
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MIKE TOUHEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1STEPHEN HERFERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01124 S DONNA BETH AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12144 KINGS CREST DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WEST COVINA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WEST COVINA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091791
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191790
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0100063
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0100835
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0135180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0106997
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt050224
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0100610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0102364
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049166
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.065041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051390
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.026200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052220
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050980
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0772
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02035199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02078366
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02082077
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01916939
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01926646
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02007915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0196677
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.245831
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0195905
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0196677
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0772
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0196677
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04

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
$1,721,398
Liabilities
$0
Net assets
$1,721,398
Revenue
$88,407
Expenses
$232,072
Net income
-$143,665
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.81$0.00$0.17$0.20$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.13$0.14$0.01
2021Summary only. Only limited summary data is available for this year.$1.86$0.00$0.26$0.11$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.10$0.09$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.09$0.23$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$0.16$0.15$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.16$0.12$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.11$0.06$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.07$0.12$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.15$0.11$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.10$0.14$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.06