Civic Intelligence

Jack Munushian Charitable Trust

990PF • Fiscal year 2017 • EIN 20-6601987

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile
707 Wilshire Boulevard No 3800Los Angeles, CA 90017-3541

(213) 680-9212

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

23rd percentile

-7.5%

Higher net margin than 23% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$47,701

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 14.3% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

33rd percentile

-0.4%

Faster asset growth than 33% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

31st percentile

-1.5%

Faster revenue growth than 31% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$6,399,065

Down $24,828 (-0.4%) from 2016

Net Assets

Down

$6,399,065

Down $24,828 (-0.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin23rd percentile

Revenue

Down

$332,875

Down $5,204 (-1.5%) from 2016

Expenses

Up

$357,703

Up $133,891 (+60%) from 2016

Net Income

Down

-$24,828

Down $139,095 (-122%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2017

Assets$6,399,065
Liabilities$0
Net Assets$6,399,065
Open 2017 Filing

Operations Trend

Revenue Growth31st 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

2017

Revenue$332,875
Expenses$357,703
Net Income-$24,828
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE R PHILLIPS SRCo-Trustee-$47,701-$47,701
ZOUHRAB BASSMAJIANCo-Trustee-$20,443-$20,443
Filing and Contact Details

Filer

Filer Name
Jack Munushian Charitable Trust
EIN
20-6601987
Phone
2136809212
Address
707 WILSHIRE BOULEVARD NO 3800, LOS ANGELES, CA 90017-3541

Signing Officer

Name
George R Phillips
Title
Co-trustee
Phone
2136809212
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Phillips Law Partners Llp
Address
707 WILSHIRE BLVD STE 3800, LOS ANGELES, CA 90017-3541
Preparer
Gary R Phillips
Phone
2136809212
Raw XML AppendixShowing 400 of 560 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/PropertyDesc1GNMA PL 693658 5.5%38
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GNMA PL 693658 5.5%38
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GNMA PL 693658 5.5%38
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GNMA PL 693658 5.5%38
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GNMA PL 693658 5.5%38
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6GNMA PL 693658 5.5%38
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7.090 SHS BRIGHTHOUSE FINANCIAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8.93 SHS D X C TECHNOLOGY COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9.97 SHS MIRCO FOCUS INT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1010930 SHS SEATTLE SPIN CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc116900 SHS PACIFIC SUNWEAR CALI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12550 SHS REYNOLDS AMERICAN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13400 SHS REYNOLDS AMERICAN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14350 SHS REYNOLDS AMERICAN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15350 SHS REYNOLDS AMERICAN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16475 UNITS OAKTREE CAP GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17GNM P693658X 05 50%2038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18GNM P693658X 05 50%2038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19GNM P693658X 05 50%2038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20GNM P693658X 05 50%2038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21GNM P693658X 05 50%2038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22GNM P693658X 05 50%2038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192017-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202017-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212017-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222017-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-78059
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-24828
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06399065
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06423893
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06399065
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0551435
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0551435
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0551435
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0558545
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07110
IRS990PF/DistributableAmountGrp/TotalTaxAmt07110
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07110
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07110
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07110
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01559
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05600
IRS990PF/FMVAssetsEOYAmt011929409
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt012172
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt014136
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt014136
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01115008
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02627163
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03574139
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05162560
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt01240000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt01240000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt01240000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0520000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt04300
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt04300
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0995849
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01039031
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt05700954
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06423893
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06399065
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0433701
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0527459
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0527459
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06423893
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06399065
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011929409
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06423893
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06399065
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06423893
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06399065
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011341020
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0689265
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04936166
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0170115
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt05715589
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0558545
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011170905
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt011341020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt047701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120443
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/AddressLine1Txt0707 WILSHIRE BLVD STE 3800
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/ZIPCd090017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191206
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0513649
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0517204
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0158300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0447597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0283850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0293619
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0213839
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045981
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.032342
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.092489
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.036325
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.039827
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.028924
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03555
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt011170905
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04894497
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04839485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt07814101
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07372318
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt07393260
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0297506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.229907
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0297506
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0297506
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0297506
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/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/AddressLine1Txt0707 WILSHIRE BOULEVARD NO 3800
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0900173541
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

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,399,065
Liabilities
$0
Net assets
$6,399,065
Revenue
$332,875
Expenses
$357,703
Net income
-$24,828
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