Civic Intelligence

Charles Lee Powell Foundation

990PF • Fiscal year 2021 • EIN 23-7064397

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

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

39th percentile

0.07x

Higher debt load relative to assets than 39% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.49x

Higher debt load relative to revenue than 62% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

85th percentile

57%

Higher net margin than 85% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

27th percentile

$136,000

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

38th percentile

6.4%

Faster asset growth than 38% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

149%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$69,039,834

Up $4,160,384 (+6.4%) from 2020

Net Assets

Up

$64,530,183

Up $4,073,604 (+6.7%) from 2020

Liabilities

Up

$4,509,651

Up $86,780 (+2.0%) from 2020

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin85th percentile

Revenue

Up

$9,169,668

Up $5,488,111 (+149%) from 2020

Expenses

Up

$3,958,527

Up $152,264 (+4.0%) from 2020

Net Income

Up

$5,211,141

Up $5,335,847 (+4279%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2021

Assets$69,039,834
Liabilities$4,509,651
Net Assets$64,530,183
Open 2021 Filing

Operations Trend

Revenue Growth90th 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

2021

Revenue$9,169,668
Expenses$3,958,527
Net Income$5,211,141
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joel O HollidayPresident / CEOPT$136,000-$136,000
Mary F BerglundDirector-$26,150-$26,150
Charles W Rees JrDirector-$25,300-$25,300
William J HollidayDirector-$24,500-$24,500
William M LowDirector-$24,250-$24,250
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
William J Holliday
Title
President & CEO
Signed
2022-11-10
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 452 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/DividendsAndInterestFromSecDtl/ExclusionAmt01192893
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt07932219
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt033
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt044523
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt09169668
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt09169668
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt012400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt018600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt031000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt07932219
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0141720
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt094480
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0236200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02800000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02907003
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0952
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt02381
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01192893
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01192893
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05211141
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt023949564
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt033
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt033
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0912
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0608
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01520
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07932219
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt08451957
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt015782
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt010521
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt026303
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt022958
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt015305
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt038264
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt011428
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07619
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt019047
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt044523
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt044523
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01290
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0543635
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0544925
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt017367
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt010322
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt025806
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt08379
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt015575
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0125843
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03032377
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0717711
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03958527
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt09169668
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt09169668
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0232377
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0717711
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01051524
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0141
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt094
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt013351218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12666127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt07926124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16095
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07926124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16095
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt021277342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12672222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07932219
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt06095
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05211141
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01137537
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt065667720
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt060456579
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt064530183
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02756295
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02756295
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02756295
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02873777
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0117482
IRS990PF/DistributableAmountGrp/TotalTaxAmt0117482
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt030552
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt098534
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt049500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0117482
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt030552
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0117482
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0117482
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0148034
IRS990PF/FMVAssetsEOYAmt069039834
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt048034
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt052207
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt015974220
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt015640225
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt015640225
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt048611678
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt053080514
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt053080514
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt04033503
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt04140506
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt037391
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt043718
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt08708
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt06327
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt06327
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt060456579
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt064530183
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt046900
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt040398
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt040398
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0341334
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0316938
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0442
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0758
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0758
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0237502
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0271612
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0271612
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt064879450
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt069039834
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt069039834
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04422871
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04509651
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt064879450
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt069039834
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt060456579
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt064530183
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt058350797
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0253961
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt058096836
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0875262
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02873777
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt057475535
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt058350797
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt061264
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt04595
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/CompensationAmt089451
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt175808
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/CompensationAmt024500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt125300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt224250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3136000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt426150
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/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt03032377
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt03032377
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/BusinessNameLine1Txt0WILLIAM J HOLLIDAY
IRS990PF/StatementsRegardingActyGrp/PhoneNum08584593699
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.clpf.org
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0957003
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/Amt0850000
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/TotalGrantOrContriApprvFutAmt02907003
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02800000
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/AppliedToCurrentYearAmt02502963
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0529414
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02756295
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03032377
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0253332
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0529414
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt037391
LandEtcSchedule2/LandEtcGrp/BookValueAmt06327
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt043718
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt06327
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0912
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01520
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0608
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt028659
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt040398
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt040398
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01137537
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Office expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Telephone
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03226
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt17266
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2936
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02151
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14844
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2624
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05377
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt112110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21560
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt044523
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt044523
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt063085
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt142233
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt2221548
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt314468
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DEFERRED COMPENSATION
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1SECURITIES PURCHASED PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc2DEFERRED EXCISE TAX LIABILITY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc3FED EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt059946
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt132288
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt2205756
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt318948
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt048378
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1494397
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt22150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Custodial Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Investment Counsel
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2Pension Plan Administrator

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,039,834
Liabilities
$4,509,651
Net assets
$64,530,183
Revenue
$9,169,668
Expenses
$3,958,527
Net income
$5,211,141
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
2021Detailed filing. Detailed filing data is available for this year.$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