Civic Intelligence

Chizen Family Foundation

990PF • Fiscal year 2012 • EIN 26-2450509

Jan 01, 2012 to Dec 31, 2012 • Filed on Oct 30, 2013

Organization Profile
11100 Santa Monica BlvdRoom/Suite 60090025
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2012 filings • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Asset Growth

80th percentile

12%

Faster asset growth than 80% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$9,234,813

Up $996,533 (+12%) from 2011

Net Assets

Up

$9,234,813

Up $996,533 (+12%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$368,236

Down $74,288 (-17%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$15M$10M$5.0M$0Assets 2010: $9,287,376Liabilities 2010: $0Net Assets 2010: $9,287,3762010Assets 2011: $8,238,280Liabilities 2011: $0Net Assets 2011: $8,238,2802011Assets 2012: $9,234,813Liabilities 2012: $0Net Assets 2012: $9,234,8132012Assets 2013: $10,091,697Liabilities 2013: $0Net Assets 2013: $10,091,6972013Assets 2014: $9,912,546Liabilities 2014: $0Net Assets 2014: $9,912,5462014Assets 2015: $8,541,845Liabilities 2015: $3,350Net Assets 2015: $8,538,4952015Assets 2016: $8,544,803Liabilities 2016: $0Net Assets 2016: $8,544,8032016Assets 2017: $11,532,972Liabilities 2017: $0Net Assets 2017: $11,532,9722017Assets 2018: $9,678,442Liabilities 2018: $0Net Assets 2018: $9,678,4422018Assets 2019: $10,924,387Liabilities 2019: $0Net Assets 2019: $10,924,3872019Assets 2020: $11,014,487Liabilities 2020: $0Net Assets 2020: $11,014,4872020Assets 2021: $12,133,604Liabilities 2021: $0Net Assets 2021: $12,133,6042021Assets 2022: $10,087,288Liabilities 2022: $310Net Assets 2022: $10,086,9782022Assets 2023: $11,340,641Liabilities 2023: $17,850Net Assets 2023: $11,322,7912023Assets 2024: $12,045,971Liabilities 2024: $375Net Assets 2024: $12,045,5962024

Highlighted filing

2012

Assets$9,234,813
Liabilities$0
Net Assets$9,234,813
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $377,4622010Expenses 2011: $442,5242011Expenses 2012: $368,2362012Revenue 2013: $569,226Expenses 2013: $567,262Net Income 2013: $1,9642013Revenue 2014: $1,227,840Expenses 2014: $485,591Net Income 2014: $742,2492014Revenue 2015: $184,283Expenses 2015: $750,116Net Income 2015: -$565,8332015Revenue 2016: $290,763Expenses 2016: $705,860Net Income 2016: -$415,0972016Revenue 2017: $2,520,075Expenses 2017: $815,512Net Income 2017: $1,704,5632017Revenue 2018: $499,464Expenses 2018: $677,531Net Income 2018: -$178,0672018Revenue 2019: $361,571Expenses 2019: $595,649Net Income 2019: -$234,0782019Revenue 2020: $249,117Expenses 2020: $694,543Net Income 2020: -$445,4262020Revenue 2021: $422,752Expenses 2021: $446,316Net Income 2021: -$23,5642021Revenue 2022: $303,395Expenses 2022: $435,237Net Income 2022: -$131,8422022Revenue 2023: $385,000Expenses 2023: $436,029Net Income 2023: -$51,0292023Revenue 2024: $450,364Expenses 2024: $443,904Net Income 2024: $6,4602024

Highlighted filing

2012

Revenue-
Expenses$368,236
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Oct 30, 2013
Return Version
2012v2.3
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE R CHIZENPres, Dirctr-$0--
GAIL B CHIZENTreas, Secty-$0--
JESSICA H CHIZENDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLE501(C)(3)SAN FRANCISCO, CA, US$57,000
Paid Grant-CHARITABLE501(C)(3)SAN JOSE, CA, US$50,000
Paid Grant-CHARITABLE501(C)(3)SAN FRANCISCO, CA, US$35,000
Paid Grant-CHARITABLE501(C)(3)SAN JOSE, CA, US$30,000
Paid Grant-CHARITABLE501(C)(3)SAN JOSE, CA, US$25,000
Paid Grant-CHARITABLE501(C)(3)SAN FRANCISCO, CA, US$25,000
Paid Grant-CHARITABLE501(C)(3)LOS ALTOS, CA, US$10,000
Paid Grant-CHARITABLE501(C)(3)PALO ALTO, CA, US$10,000
Paid Grant-CHARITABLE501(C)(3)NEW YORK, NY, US$10,000
Paid Grant-CHARITABLE501(C)(3)MOUNTAIN VIEW, CA, US$10,000
Paid Grant-CHARITABLE501(C)(3)SAN JOSE, CA, US$10,000
Paid Grant-CHARITABLE501(C)(3)SAN JOSE, CA, US$10,000
Paid Grant-CHARITABLE501(C)(3)WASHINGTON, DC, US$5,000
Paid Grant-CHARITABLE501(C)(3)REDWOOD CITY, CA, US$5,000
Paid Grant-CHARITABLE501(C)(3)LOS ALTOS, CA, US$5,000
Paid Grant-CHARITABLE501(C)(3)SACRAMENTO, CA, US$2,600
Paid Grant-CHARITABLE501(C)(3)MILPITAS, CA, US$2,500
Paid Grant-CHARITABLE501(C)(3)MOUNTAIN VIEW, CA, US$2,500
Paid Grant-CHARITABLE501(C)(3)PALO ALTO, CA, US$2,000
Paid Grant-CHARITABLE501(C)(3)PALO ALTO, CA, US$1,000
Paid Grant-CHARITABLE501(C)(3)BROOKLYN, NY, US$1,000
Paid Grant-CHARITABLE501(C)(3)FREMONT, CA, US$1,000
Paid Grant-CHARITABLE501(C)(3)PALO ALTO, CA, US$1,000
Paid Grant-CHARITABLE501(C)(3)MOUNTAIN VIEW, CA, US$1,000
Paid Grant-CHARITABLE501(C)(3)LOS ALTOS, CA, US$1,000
Paid Grant-CHARITABLE501(C)(3)SANTA CLARA, CA, US$1,000
Paid Grant-CHARITABLE501(C)(3)PALO ALTO, CA, US$1,000
Paid Grant-CHARITABLE501(C)(3)MENDOTA HEIGHTS, MN, US$1,000
Paid Grant-CHARITABLE501(C)(3)SAN JOSE, CA, US$1,000
Paid Grant-CHARITABLE501(C)(3)PROVIDENCE, RI, US$560
Paid Grant-CHARITABLE501(C)(3)SANTA CLARA, CA, US$500
Paid Grant-CHARITABLE501(C)(3)SAN FRANCISCO, CA, US$500
Paid Grant-CHARITABLE501(C)(3)SACRAMENTO, CA, US$500
Paid Grant-CHARITABLE501(C)(3)CAMPBELL, CA, US$250
Paid Grant-CHARITABLE501(C)(3)SAN FRANCISCO, CA, US$250
Paid Grant-CHARITABLE501(C)(3)SAN FRANCISCO, CA, US$250
Paid Grant-CHARITABLE501(C)(3)MOUNTAIN VIEW, CA, US$250
Paid Grant-CHARITABLE501(C)(3)PLEASANT HILL, CA, US$200
Paid Grant-CHARITABLE501(C)(3)BOSTON, MA, US$100
Paid Grant-CHARITABLE501(C)(3)NEW YORK, NY, US$100
Paid Grant-CHARITABLE501(C)(3)SAN FRANCISCO, CA, US$100
Paid Grant-CHARITABLE501(C)(3)LOS ALTOS, CA, US$100
Paid Grant-CHARITABLE501(C)(3)NEW YORK, NY, US$100
Filing and Contact Details

Filer

EIN
26-2450509
Raw XML AppendixShowing 400 of 830 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
CompensationExplanation/Compensation/PersonName0BRUCE R CHIZEN
CompensationExplanation/Compensation/PersonName1GAIL B CHIZEN
CompensationExplanation/Compensation/PersonName2JESSICA H CHIZEN
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0199439
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue11102983
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0199439
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV11102983
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0VANGUARD INFLATION
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1PIMCO TOTAL RETURN FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0232144
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1487373
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue21375439
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3283540
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4255953
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5401545
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6263810
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue7512942
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue8693462
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue9152087
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue10392922
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue11260229
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue12189566
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1360247
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue14369828
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0232144
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1487373
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV21375439
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3283540
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4255953
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5401545
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6263810
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7512942
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8693462
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV9152087
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10392922
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV11260229
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV12189566
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1360247
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV14369828
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0BERKSHIRE HATHAWAY B NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1COHEN & STEERS INST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2DFA EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3DFA INTL SMALL CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4DFA INTL SMALL COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5DFA INTL VALUE PORT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6DFA SMALL CAP PORT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7DFA SMALL CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8DFA US LARGE CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9DFA US MICRO CAP PORT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10ISHARES FTSE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11ISHARES TR RUSSELL 100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12SCHWAB S&P 500 INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13SPDR DOW JONES INTL R
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14VANGAURD TOTAL INTL
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0443243
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1847482
InvestmentsOtherSchedule2/InvestmentsOther/BookValue2370072
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0GOLDMAN SACHS-GSCI
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1SPDR S&P 500 ETF TR
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2SPDR TRUST UNIT SR 1
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3VANGUARD INTL EQTY INDEX
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0443243
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1847482
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV2370072
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3FMV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0250509
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount081078
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0331587
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0331587
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm081078
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0320360
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0320360
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0250509
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0250509
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-36649
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0351462
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss081078
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0302787
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps0160
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0167
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps09038
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm023716
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss032754
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm05084
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss014955
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0329558
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm028800
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0368236
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0331587
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0331587
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps09198
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm028800
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss047876
IRS990PF/BalanceSheets/CashBOY035072
IRS990PF/BalanceSheets/CashEOY041603
IRS990PF/BalanceSheets/CashEOYFMV041603
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY01208769
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY01302422
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV01302422
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY05313241
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY05931087
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV05931087
IRS990PF/BalanceSheets/InvestmentsOtherBOY01519213
IRS990PF/BalanceSheets/InvestmentsOtherEOY01660797
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV01660797
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PrepaidExpensesBOY014895
IRS990PF/BalanceSheets/PrepaidExpensesEOY010017
IRS990PF/BalanceSheets/PrepaidExpensesEOYFMV010017
IRS990PF/BalanceSheets/RetainedEarningsBOY08238280
IRS990PF/BalanceSheets/RetainedEarningsEOY09234813
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0147090
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0288887
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0288887
IRS990PF/BalanceSheets/TotalAssetsBOY08238280
IRS990PF/BalanceSheets/TotalAssetsEOY09234813
IRS990PF/BalanceSheets/TotalAssetsEOYFMV09234813
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY08238280
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY09234813
IRS990PF/BalanceSheets/TotalNetAssetsBOY08238280
IRS990PF/BalanceSheets/TotalNetAssetsEOY09234813
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome081078
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis042696
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis12779
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis26304
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis318
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis47157
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis514000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis67332
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis735473
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis84269
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis960000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1010000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis114699
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis124527
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1371130
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-02-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-03-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-02-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32011-11-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42010-04-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52011-01-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62009-03-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72010-04-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82010-12-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92011-01-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102011-05-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112009-12-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122010-04-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132011-08-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-05-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-12-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-12-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-12-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-12-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-11-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-11-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-11-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-11-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112012-12-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-12-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132012-12-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset02004.943-SHS-DFA EMERGING MARKETS CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1306.992-SHS-DFA EMERGING MARKETS COR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2296.044-SHS-DFA EMERGING MARKETS COR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31.007-SHS-DFA EMERGING MARKETS CORE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4456.31-SHS-DFA INT'L SMALL COMPANY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5803.91-SHS-DFA INT'L SMALL COMPANY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6722.907-SHS-DFA US LARGE CAP VALUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset71165.54-SHS-VANGUARD TOTAL INTL STK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8136.919-SHS-VANGUARD TOTAL INTL STK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset91875.052-SHS-VANGUARD TOTAL INTL STK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10301.967-SHS-VANGUARD TOTAL INTL STK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11161.966-SHS-VANGUARD TOTAL INTL STK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12148.755-SHS-VANGUARD TOTAL INTL STK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset132465.077-SHS-VANGUARD TOTAL INTL STK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-7444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12659
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss32
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss423
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5-1351
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss67417
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7-1975
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8-334
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9-6111
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10-1322
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11138
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12-84
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss132495
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-7444
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice108678
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IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-36649
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases01033182
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal09234813
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY08238280
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY09234813
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0433239
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0433239
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IRS990PF/DistributableAmount/MinimumInvestmentReturn0436267
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome03028
IRS990PF/DistributableAmount/TotalTax03028
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.01
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.01
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0BRUCE R CHIZEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1GAIL B CHIZEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JESSICA H CHIZEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRES, DIRCTR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TREAS, SECTY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1011100 SANTA MONICA BLVD 600
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1111100 SANTA MONICA BLVD 600
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1211100 SANTA MONICA BLVD 600
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0LOS ANGELES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1LOS ANGELES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2LOS ANGELES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode090025
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode190025
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode290025
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0306731
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0303703
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.034807
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.044305
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.042856
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.025434
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.026631
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets08725333
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear109048443
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear207912877
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear306802041
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear404522926
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome03028
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0329558
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10400888
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20339112
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30173000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40120452
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.139226
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0326530
IRS990PF/QualifyingDistributions/ExpensesAndContributions0329558
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm03028
IRS990PF/QualifyingDistributions/QualifyingDistributions0329558
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0ASPIRIANT LLC
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03108064000
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1011100 SANTA MONICA BLVD 600
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0LOS ANGELES
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode090025
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/ContributingManager0BRUCE R GAIL B CHIZEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount110000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount35000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount5100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount61000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount7560
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount85000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount910000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1035000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount111000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1325000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount141000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount151000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount161000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount171000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount18100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount19100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount201000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount221000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount235000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount24500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount25250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2610000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount27100

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,234,813
Liabilities
$0
Net assets
$9,234,813
Revenue
-
Expenses
$368,236
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.45$0.44$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$0.02$11.3$0.39$0.44$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.00$10.1$0.30$0.44$0.13
2021Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.42$0.45$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.00$11.0$0.25$0.69$0.45
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.00$10.9$0.36$0.60$0.23
2018Detailed filing. Detailed filing data is available for this year.$9.68$0.00$9.68$0.50$0.68$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.5$0.00$11.5$2.52$0.82$1.70
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.54$0.00$8.54$0.29$0.71$0.42
2015Detailed filing. Detailed filing data is available for this year.$8.54$0.00$8.54$0.18$0.75$0.57
2014Detailed filing. Detailed filing data is available for this year.$9.91$0.00$9.91$1.23$0.49$0.74
2013Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.57$0.57$0.00
2012Detailed filing. Detailed filing data is available for this year.$9.23$0.00$9.23$0.37
2011Detailed filing. Detailed filing data is available for this year.$8.24$0.00$8.24$0.44
2010Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$0.38