Civic Intelligence

The Lapid Family Charitable Fdn

EIN 33-0749352 • Hood River, OR

P O Box 855Hood River, OR 97031
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

3rd percentile

-1514%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

21180%

Faster revenue growth than 100% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$64

Down $160,095 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$64

Down $160,095 (-100%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin3rd percentile

Revenue

Up

$9,363

Up $9,319 (+21180%) from 2023

Expenses

Up

$151,080

Up $142,071 (+1577%) from 2023

Net Income

Down

-$141,717

Down $132,752 (-1481%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2010: $320,557Liabilities 2010: $0Net Assets 2010: $320,5572010Assets 2011: $271,366Liabilities 2011: $0Net Assets 2011: $271,3662011Assets 2012: $259,292Liabilities 2012: $0Net Assets 2012: $259,2922012Assets 2013: $249,168Liabilities 2013: $0Net Assets 2013: $249,1682013Assets 2014: $239,128Liabilities 2014: $0Net Assets 2014: $236,3322014Assets 2015: $216,223Liabilities 2015: $0Net Assets 2015: $216,2232015Assets 2016: $226,982Liabilities 2016: $0Net Assets 2016: $226,9822016Assets 2017: $231,870Liabilities 2017: $0Net Assets 2017: $231,8702017Assets 2018: $213,163Liabilities 2018: $0Net Assets 2018: $213,1632018Assets 2019: $205,001Liabilities 2019: $0Net Assets 2019: $205,0012019Assets 2020: $200,334Liabilities 2020: $0Net Assets 2020: $200,3342020Assets 2021: $193,911Liabilities 2021: $0Net Assets 2021: $193,9112021Assets 2022: $160,746Liabilities 2022: $0Net Assets 2022: $160,7462022Assets 2023: $160,159Liabilities 2023: $0Net Assets 2023: $160,1592023Assets 2024: $64Liabilities 2024: $0Net Assets 2024: $642024

Highlighted filing

2024

Assets$64
Liabilities$0
Net Assets$64
Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KExpenses 2010: $23,2462010Expenses 2011: $23,5242011Expenses 2012: $23,1972012Revenue 2013: $11,140Expenses 2013: $21,263Net Income 2013: -$10,1232013Revenue 2014: $7,918Expenses 2014: $20,754Net Income 2014: -$12,8362014Revenue 2015: -$3,052Expenses 2015: $21,809Net Income 2015: -$24,8612015Revenue 2016: $15,233Expenses 2016: $17,544Net Income 2016: -$2,3112016Revenue 2017: $9,176Expenses 2017: $12,000Net Income 2017: -$2,8242017Revenue 2018: $9,014Expenses 2018: $14,497Net Income 2018: -$5,4832018Revenue 2019: $8,188Expenses 2019: $20,540Net Income 2019: -$12,3522019Revenue 2020: $8,019Expenses 2020: $10,500Net Income 2020: -$2,4812020Revenue 2021: $8,926Expenses 2021: $9,900Net Income 2021: -$9742021Revenue 2022: -$308Expenses 2022: $10,125Net Income 2022: -$10,4332022Revenue 2023: $44Expenses 2023: $9,009Net Income 2023: -$8,9652023Revenue 2024: $9,363Expenses 2024: $151,080Net Income 2024: -$141,7172024

Highlighted filing

2024

Revenue$9,363
Expenses$151,080
Net Income-$141,717
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$64
Liabilities
$0
Net assets
$64
Revenue
$9,363
Expenses
$151,080
Net income
-$141,717
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.09$1.51$1.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.00$0.09$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.00$0.10$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$1.94$0.09$0.10$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.00$2.00$0.08$0.11$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$0.08$0.21$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.09$0.14$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.09$0.12$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.00$2.27$0.15$0.18$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.03$0.22$0.25
2014Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.36$0.08$0.21$0.13
2013Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.11$0.21$0.10
2012Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.23
2011Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.24
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.21$0.00$3.21$0.23
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David SimonPresident/ TreaPT$0--
Greg SimonSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Lapid Family Charitable FDN
EIN
33-0749352
Phone
5414902395
Address
P O Box 855, Hood River, OR 97031

Signing Officer

Name
David Simon
Title
President/ Trea
Signed
2023-07-10
Discuss with paid preparer
Yes

Preparer

Firm
Massey Wehr & Company LLP
Address
7814 Ivanhoe Avenue, La Jolla, CA 92037
Preparer
John P Massey
Phone
8584548433
Raw XML Appendix365 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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm01931.0010 Shs Osterweis Strategick
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11766.0010 Shs Doubleline Total RTN BO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2681.9430 Shs Guggenheim Macro
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt019947
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt019947
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt018418
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt018418
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm02001.8560 Shs Blackrock Multi Asset
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11976.1610 Shs JP Morgan Incm Builder
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt015538
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt118078
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt210047
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34990
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt48116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt54732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt67881
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt725564
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt812536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt93231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt104551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt01726.4660 Shs Deer Park Total Return
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11746.6200 Shs Pimco Incm Inst
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21102.8640 Shs ACM Tactical Income
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3297 Shs First Trust Preferred
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt475 Shs Vanguard High Dividend
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt520.000 Shs ISHARES Hiigh Yield
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt650 Shs Ishares Core S&P Small
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7937.0910 Artisan High Income Inv
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82662.8940 Baird Aggregate Bond Ins
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92512.2880 PGIM Global Total Return
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10191.4010 ACM Dynamic Opportunity
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11404.8660
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt015538
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt118078
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt210047
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34990
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt48116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt54732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt67881
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt725564
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt812536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt93231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt104551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt06512
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-6879
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt059
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-308
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-308
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt06571
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010125
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt010125
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt06512
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06512
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06512
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-10433
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt085492
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt059
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt059
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt059
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-6879
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06571
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt06571
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt010125
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt010125
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06571
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-308
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72021-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt010818
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt122650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt219111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt34768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt42495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt517522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt614087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-2716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-98
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-2716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-1751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-98
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt119934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt217360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt517744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt613359
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Baird Aggregreate Bond Inst.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Blackrock Multi-Asset Income Instl
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Doubleline Total return Bond I: DBLTX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Deer Park Total Return Credit I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4First Trust Preferred Sec ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Guggenheim Macro Opportunity Instl
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Blackrock Stretegic Muni Opps Instl
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Ishares 0-5yr High Yield Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42022-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52022-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62022-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72022-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-6879
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-833
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-10433
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt022732
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0183478
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0193911
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0160746
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt091
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt091
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt091
IRS990PF/DistributableAmountGrp/TotalTaxAmt091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt091
IRS990PF/FMVAssetsEOYAmt0160746
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0193911
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0160746
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07267
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07117
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07117
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt058067
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt019947
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt019947
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt043865
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt018418
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt018418
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt070355
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0115264
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0115264
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0193911
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0160746
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0160746
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0193911
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0160746
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0193911
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0160746
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt014357
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0David Simon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Greg Simon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President/ Trea
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 855
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO box 855
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Hood River
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Hood River
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt010125
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt010125
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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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/AddressLine1Txt0P O Box 855
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Hood River
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097031
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0David Simon
IRS990PF/StatementsRegardingActyGrp/PhoneNum05414902395
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0David Simon
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05414902395
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 855
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Hood River
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd097031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03375
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23275
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33375
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0World Central Kitchen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Temple Israel Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Project Victory
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3East Hawaii Cultural Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0655 New York Ave NW 6th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12324 Emerson Ave S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 97166
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3225 Cedar Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Minneapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Washington DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220090
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010125
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09900
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011250
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt053775
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010125
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09900
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011250
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010125
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010125
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt065775
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt055650
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Simon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President/ Trea
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Lapid Family Charitable FDN
ReturnHeader/Filer/BusinessNameControlTxt0LAPI
ReturnHeader/Filer/EIN0330749352
ReturnHeader/Filer/PhoneNum05414902395
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 855
ReturnHeader/Filer/USAddress/CityNm0Hood River
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097031
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330886231
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Massey Wehr & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07814 Ivanhoe Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0La Jolla
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092037
ReturnHeader/PreparerPersonGrp/PhoneNum08584548433
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John P Massey
ReturnHeader/ReturnTs02023-07-10T09:20:32-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0David
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Simon
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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