Civic Intelligence

Charles Lee Powell Foundation

990PF • Fiscal year 2020 • EIN 23-7064397

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 13, 2021

Organization Profile

View Organization Page

7742 Herschel Avenue Ste ALA Jolla, CA 92037

(858) 459-3699

Siviq Scores

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

Liabilities / Assets

38th percentile

0.07x

Higher debt load relative to assets than 38% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

75th percentile

1.20x

Higher debt load relative to revenue than 75% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

26th percentile

-3.4%

Higher net margin than 26% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

25th percentile

$136,000

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

55th percentile

2.7%

Faster revenue growth than 55% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$64,879,450

Up $6,422,876 (+11%) from 2019

Net Assets

Up

$60,456,579

Up $6,324,540 (+12%) from 2019

Liabilities

Up

$4,422,871

Up $98,336 (+2.3%) from 2019

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin26th percentile

Revenue

Up

$3,681,557

Up $95,767 (+2.7%) from 2019

Expenses

Up

$3,806,263

Up $3,816 (+0.1%) from 2019

Net Income

Up

-$124,706

Up $91,951 (+42%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$80M$60M$40M$20M$0Assets 2014: $53,855,666Liabilities 2014: $2,922,230Net Assets 2014: $50,933,4362014Assets 2015: $49,857,581Liabilities 2015: $3,126,509Net Assets 2015: $46,731,0722015Assets 2016: $50,783,965Liabilities 2016: $4,150,520Net Assets 2016: $46,633,4452016Assets 2017: $57,503,940Liabilities 2017: $4,382,835Net Assets 2017: $53,121,1052017Assets 2018: $50,252,838Liabilities 2018: $4,214,090Net Assets 2018: $46,038,7482018Assets 2019: $58,456,574Liabilities 2019: $4,324,535Net Assets 2019: $54,132,0392019Assets 2020: $64,879,450Liabilities 2020: $4,422,871Net Assets 2020: $60,456,5792020Assets 2021: $69,039,834Liabilities 2021: $4,509,651Net Assets 2021: $64,530,1832021Assets 2022: $52,581,116Liabilities 2022: $4,264,010Net Assets 2022: $48,317,1062022Assets 2023: $57,283,726Liabilities 2023: $4,260,294Net Assets 2023: $53,023,4322023Assets 2024: $59,106,886Liabilities 2024: $4,356,864Net Assets 2024: $54,750,0222024

Highlighted filing

2020

Assets$64,879,450
Liabilities$4,422,871
Net Assets$60,456,579
Open 2020 Filing

Operations Trend

Revenue Growth55th percentile

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

$10M$5.0M$0-$5.0MRevenue 2014: $5,440,559Expenses 2014: $3,204,952Net Income 2014: $2,235,6072014Revenue 2015: $5,760,628Expenses 2015: $3,400,444Net Income 2015: $2,360,1842015Revenue 2016: $529,937Expenses 2016: $3,708,703Net Income 2016: -$3,178,7662016Revenue 2017: $3,433,661Expenses 2017: $3,854,137Net Income 2017: -$420,4762017Revenue 2018: $4,171,842Expenses 2018: $3,584,548Net Income 2018: $587,2942018Revenue 2019: $3,585,790Expenses 2019: $3,802,447Net Income 2019: -$216,6572019Revenue 2020: $3,681,557Expenses 2020: $3,806,263Net Income 2020: -$124,7062020Revenue 2021: $9,169,668Expenses 2021: $3,958,527Net Income 2021: $5,211,1412021Revenue 2022: $968,257Expenses 2022: $3,459,426Net Income 2022: -$2,491,1692022Revenue 2023: -$341,472Expenses 2023: $3,700,124Net Income 2023: -$4,041,5962023Revenue 2024: $7,397,400Expenses 2024: $3,653,286Net Income 2024: $3,744,1142024

Highlighted filing

2020

Revenue$3,681,557
Expenses$3,806,263
Net Income-$124,706
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 13, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joel O HollidayPresident / CEOPT$136,000-$136,000
Mary F BerglundDirector-$27,500$8,550$36,050
Charles W Rees JrDirector-$25,800-$25,800
William J HollidayDirector-$25,250-$25,250
William M LowDirector-$24,750-$24,750
Filing and Contact Details

Filer

Filer Name
Charles Lee Powell Foundation
EIN
23-7064397
Phone
8584593699
Address
7742 HERSCHEL AVENUE STE A, LA JOLLA, CA 92037

Signing Officer

Name
Joel O Holliday
Title
President
Signed
2021-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Jenkins Bowler Llp
Address
626 S LAKE AVE, PASADENA, CA 91106
Preparer
Patrick J Bowler
Phone
6267922179
Raw XML AppendixShowing 400 of 454 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/Amt031000
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt012400
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt018600
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01075259
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02600955
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt037
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt05306
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03681557
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03681557
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt012400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt018600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt031000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02600955
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0143580
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt095720
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0239300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02775000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02775000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0987
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt02469
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01075259
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01075259
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-124706
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt021269114
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01816
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01210
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03026
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02600955
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03019305
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt015322
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt010215
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt025537
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt024127
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt016085
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt040211
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt013278
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt08852
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt022131
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt05306
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt05306
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01140
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0485019
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0486159
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt017455
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt010409
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt026023
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt08499
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt015062
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0155174
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03012757
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0662252
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03806263
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03681557
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03681557
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0237757
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0662252
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01031263
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0140
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt093
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt016821608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11846551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02610006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-9051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02610006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-9051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt019431614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11837500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02600955
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-9051
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-124706
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt06449246
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt060456579
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt054132039
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt060456579
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02754451
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02754451
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02754451
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02796419
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt041968
IRS990PF/DistributableAmountGrp/TotalTaxAmt041968
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt09732
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt027500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt024200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt041968
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt09732
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt041968
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt041968
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt051700
IRS990PF/FMVAssetsEOYAmt064879450
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt046854
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt048034
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt015286984
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt015974220
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt015974220
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt042541539
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt048611678
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt048611678
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt04033503
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt04033503
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt035010
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt043718
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt011177
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt08708
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt08708
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt054132039
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt038279
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt046900
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt046900
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0244178
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0341334
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0440
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0442
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0442
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0578155
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0237502
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0237502
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt058456574
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt064879450
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt064879450
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04324535
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04422871
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt058456574
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt064879450
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt054132039
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt060456579
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt056780086
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0851701
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt055928385
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0851701
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02796419
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt055928385
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt056780086
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt063212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt04741
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0FRIOLANA ULLOA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0CORP SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt07742 Herschel Avenue Suite A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0LA JOLLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd092037
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0HS Management Partners LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1WCM Investment Managers
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt070575
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt155748
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Invest. Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Invest. Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0598 Madison Ave 14th Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1803 West Michigan Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Milwaukee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd153233
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt329.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt025250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt125800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt224750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3136000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt427500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt08550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William J Holliday
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Charles W Rees Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2William M Low
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Joel O Holliday
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Mary F Berglund
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3President / CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07742 Herschel Avenue Suite A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17742 Herschel Avenue Suite A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt27742 Herschel Avenue Suite A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt37742 Herschel Avenue Suite A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt47742 Herschel Avenue Suite A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0La Jolla
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1La Jolla
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2La Jolla
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3La Jolla
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4La Jolla
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092037
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192037
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd292037
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd392037
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd492037
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03012757
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03012757
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03012757
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07742 HERSCHEL AVE STE A
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LA JOLLA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092037
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JOEL O HOLLIDAY
IRS990PF/StatementsRegardingActyGrp/PhoneNum08584593699
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.clpf.org
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0825000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt1650000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt2650000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt3650000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt3EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm0UNIVERSITY OF CALIFORNIA SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm1STANFORD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm2UNIVERSITY OF SOUTHERN CALIFORNIA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm3CALIFORNIA INSTITUTE OF TECHNOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt09500 GILMAN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt1TERMAN ENGINEERING CTR - 214
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt2OLIN HALL OF ENGINEERING-CODE 1450
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt3ENGINEERING APPLIED SCIENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0LA JOLLA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1STANFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm2LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm3PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd092093
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd194305
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd290089
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd391125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0825000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1650000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2650000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3650000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0UNIVERSITY OF CALIFORNIA SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1STANFORD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2UNIVERSITY OF SOUTHERN CALIFORNIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3CALIFORNIA INSTITUTE OF TECHNOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09500 GILMAN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1TERMAN ENGINEERING CTR - 214
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2OLIN HALL OF ENGINEERING- CODE 1450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3ENGINEERING APPLIED SCIENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LA JOLLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1STANFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092093
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290089
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd391125
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt02775000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02775000
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/AppliedToCurrentYearAmt02225037
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0787720
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02754451
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03012757
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0529414
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0787720
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt035010
LandEtcSchedule2/LandEtcGrp/BookValueAmt08708
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt043718
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt08708
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01816
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03026
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01210
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt038279
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1SEC SOLD REC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt028659
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt118241
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt028659
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt118241
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Office expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Telephone
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03178
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt18991
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21109
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02119
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt15994
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2739
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05297
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt114986
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21848
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt05306
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05306
OtherIncreasesSchedule/OtherIncreasesDetail/Amt06449246
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0GAIN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt066153
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt134697
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt2131903
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt311425
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DEFERRED COMPENSATION
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1SECURITIES PURCHASED PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc2DEFERRED EXCISE TAX LIABILITY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc3FED EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt063085
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt142233
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt2221548
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt314468
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt038959
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1445300

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,879,450
Liabilities
$4,422,871
Net assets
$60,456,579
Revenue
$3,681,557
Expenses
$3,806,263
Net income
-$124,706
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.1$4.36$54.8$7.40$3.65$3.74
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.3$4.26$53.0$0.34$3.70$4.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.6$4.26$48.3$0.97$3.46$2.49
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.0$4.51$64.5$9.17$3.96$5.21
2020Detailed filing. Detailed filing data is available for this year.$64.9$4.42$60.5$3.68$3.81$0.12
2019Detailed filing. Detailed filing data is available for this year.$58.5$4.32$54.1$3.59$3.80$0.22
2018Detailed filing. Detailed filing data is available for this year.$50.3$4.21$46.0$4.17$3.58$0.59
2017Detailed filing. Detailed filing data is available for this year.$57.5$4.38$53.1$3.43$3.85$0.42
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.8$4.15$46.6$0.53$3.71$3.18
2015Detailed filing. Detailed filing data is available for this year.$49.9$3.13$46.7$5.76$3.40$2.36
2014Detailed filing. Detailed filing data is available for this year.$53.9$2.92$50.9$5.44$3.20$2.24