Civic Intelligence

Jack Munushian Charitable Trust

990PF • Fiscal year 2015 • EIN 20-6601987

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 08, 2016

Organization Profile
800 Wilshire Boulevard No 1500Los Angeles, CA 90017-2619

(213) 680-9212

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

13th percentile

-33%

Higher net margin than 13% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

32nd percentile

$33,000

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

34th percentile

-2.2%

Faster asset growth than 34% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

29th percentile

-7.1%

Faster revenue growth than 29% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$6,309,626

Down $140,959 (-2.2%) from 2014

Net Assets

Down

$6,309,626

Down $140,959 (-2.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin13th percentile

Revenue

Down

$421,988

Down $32,487 (-7.1%) from 2014

Expenses

Up

$562,947

Up $184,928 (+49%) from 2014

Net Income

Down

-$140,959

Down $217,415 (-284%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,789,999Liabilities 2011: $0Net Assets 2011: $6,789,9992011Assets 2012: $6,630,802Liabilities 2012: $12012Assets 2013: $6,374,129Liabilities 2013: $0Net Assets 2013: $6,374,1292013Assets 2014: $6,450,585Liabilities 2014: $0Net Assets 2014: $6,450,5852014Assets 2015: $6,309,626Liabilities 2015: $0Net Assets 2015: $6,309,6262015Assets 2016: $6,423,893Liabilities 2016: $0Net Assets 2016: $6,423,8932016Assets 2017: $6,399,065Liabilities 2017: $0Net Assets 2017: $6,399,0652017Assets 2018: $7,859,445Liabilities 2018: $1,701,799Net Assets 2018: $6,157,6462018Assets 2019: $7,641,399Liabilities 2019: $1,722,024Net Assets 2019: $5,919,3752019Assets 2020: $7,232,954Liabilities 2020: $1,781,644Net Assets 2020: $5,451,3102020Assets 2021: $7,221,504Liabilities 2021: $1,800,530Net Assets 2021: $5,420,9742021Assets 2022: $7,622,963Liabilities 2022: $1,860,499Net Assets 2022: $5,762,4642022Assets 2023: $7,465,772Liabilities 2023: $1,753,294Net Assets 2023: $5,712,4782023Assets 2024: $7,572,554Liabilities 2024: $1,675,177Net Assets 2024: $5,897,3772024

Highlighted filing

2015

Assets$6,309,626
Liabilities$0
Net Assets$6,309,626
Open 2015 Filing

Operations Trend

Revenue Growth29th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $334,3052011Revenue 2012: $176,244Expenses 2012: $335,441Net Income 2012: -$159,1972012Revenue 2013: $141,305Expenses 2013: $397,978Net Income 2013: -$256,6732013Revenue 2014: $454,475Expenses 2014: $378,019Net Income 2014: $76,4562014Revenue 2015: $421,988Expenses 2015: $562,947Net Income 2015: -$140,9592015Revenue 2016: $338,079Expenses 2016: $223,812Net Income 2016: $114,2672016Revenue 2017: $332,875Expenses 2017: $357,703Net Income 2017: -$24,8282017Revenue 2018: $395,222Expenses 2018: $636,641Net Income 2018: -$241,4192018Revenue 2019: $487,737Expenses 2019: $726,008Net Income 2019: -$238,2712019Revenue 2020: $427,882Expenses 2020: $895,947Net Income 2020: -$468,0652020Revenue 2021: $847,582Expenses 2021: $877,918Net Income 2021: -$30,3362021Revenue 2022: $1,242,967Expenses 2022: $901,477Net Income 2022: $341,4902022Revenue 2023: $851,393Expenses 2023: $901,379Net Income 2023: -$49,9862023Revenue 2024: $1,093,441Expenses 2024: $908,542Net Income 2024: $184,8992024

Highlighted filing

2015

Revenue$421,988
Expenses$562,947
Net Income-$140,959
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 8, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE R PHILLIPS SRCo-Trustee-$33,000-$33,000
ZOUHRAB BASSMAJIANCo-Trustee-$14,000-$14,000
Filing and Contact Details

Filer

Filer Name
Jack Munushian Charitable Trust
EIN
20-6601987
Phone
2136809212
Address
800 WILSHIRE BOULEVARD NO 1500, LOS ANGELES, CA 90017-2619

Signing Officer

Name
George R Phillips
Title
Co-trustees
Phone
2136809212
Signed
2016-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Phillips Law Partners Llp
Address
800 WILSHIRE BLVD 15TH FLOOR, LOS ANGELES, CA 90017-2619
Preparer
Gary R Phillips
Phone
2136809212
Raw XML AppendixShowing 400 of 469 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8K-1 OAKTREE CAPITAL GROUP LLC
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IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04913183
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0518197
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04394986
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt073698
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0241974
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04839485
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04913183
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt033000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt114000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GEORGE R PHILLIPS SR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ZOUHRAB BASSMAJIAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0800 WILSHIRE BOULEVARD 1500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1310 N JACKSON ST 328
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GLENDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0900172619
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191206
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0170698
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0173886
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0283850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0293619
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0213839
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0260347
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0263661
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.035272
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.036325
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.039827
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.028924
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.035707
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.035578
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03188
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04839485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt07814101
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt07372318
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt07393260
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07291273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt07410777
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0450785
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.176361
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0447597
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0450785
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt03188
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0450785
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE JACK MUNUSHIAN CHARITABLE TRUST IS QUALIFIED AS A NON-OPERATING PRIVATE FOUNDATION WITH THE PRIMARY EXEMPT PURPOSE TO PROVIDE FUNDING TO THE ARMENIAN GENERAL BENEVOLENT UNION ("AGBU") FOR ITS GENERAL, EDUCATIONAL AND ARMENIAN PROGRAMS, AND TO THE AMERICAN UNIVERSITY OF ARMENIA CORPORATION ("AUA") FOR ITS EDUCATIONAL AND SCHOLARSHIP PROGRAMS. ACTIVITIES ARE LIMITED TO GRANT MAKING. INCOME FROM TRUST ASSETS IS USED TO CARRY OUT THE TRUST'S EXEMPT PURPOSES.
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/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0800 WILSHIRE BOULEVARD NO 1500
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0900172619
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum02136809212
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A - CHARITABLE ACTIVITIES ARE LIMITED TO GRANT MAKING.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0137500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PRESERVE AND PROMOTE THE ARMENIAN IDENTITY AND HERITAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO PRESERVE AND PROMOTE THE ARMENIAN IDENTITY AND HERITAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO PRESERVE AND PROMOTE THE ARMENIAN IDENTITY AND HERITAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN UNIVERSITY OF ARMENIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ARMENIAN GENERAL BENEVOLENT UNION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LARK MUSICAL SOCIETY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01000 BROADWAY STE 280
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt155 EAST 59TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2543 ARDEN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GLENDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291203
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0412500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0238786
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt084431
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0238786
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0127568
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0127568
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0450785
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0127568
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0127568
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt084431
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL EXPENSES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt014700
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt029401
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt014701
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES - MERRILL LYNCH
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FRANCHISE TAX BOARD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3REGISTRY OF CHARITABLE TRUSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4K-1 SHADOWRIDGE/SUNSET INVEST CO, LP - EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt210
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt375
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0981
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1509
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4172

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,309,626
Liabilities
$0
Net assets
$6,309,626
Revenue
$421,988
Expenses
$562,947
Net income
-$140,959
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.57$1.68$5.90$1.09$0.91$0.18
2023Detailed filing. Detailed filing data is available for this year.$7.47$1.75$5.71$0.85$0.90$0.05
2022Detailed filing. Detailed filing data is available for this year.$7.62$1.86$5.76$1.24$0.90$0.34
2021Detailed filing. Detailed filing data is available for this year.$7.22$1.80$5.42$0.85$0.88$0.03
2020Detailed filing. Detailed filing data is available for this year.$7.23$1.78$5.45$0.43$0.90$0.47
2019Detailed filing. Detailed filing data is available for this year.$7.64$1.72$5.92$0.49$0.73$0.24
2018Detailed filing. Detailed filing data is available for this year.$7.86$1.70$6.16$0.40$0.64$0.24
2017Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.33$0.36$0.02
2016Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$0.34$0.22$0.11
2015Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.42$0.56$0.14
2014Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$0.45$0.38$0.08
2013Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.14$0.40$0.26
2012Summary only. Only limited summary data is available for this year.$6.63$0.00$0.18$0.34$0.16
2011Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.33