Civic Intelligence

James and Edith Ross Foundation

990PF • Fiscal year 2013 • EIN 34-6565430

Jan 01, 2013 to Dec 31, 2013 • Filed on May 08, 2014

Organization Profile
248 Ashdale Pl90049

(310) 292-0405

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

39th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

21st percentile

-14%

Higher net margin than 21% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

40th percentile

-0.7%

Faster asset growth than 40% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$550,647

Down $3,944 (-0.7%) from 2012

Net Assets

Down

$550,647

Down $3,944 (-0.7%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin21st percentile

Revenue

$28,040

No earlier filing loaded for comparison.

Expenses

Down

$32,081

Down $3,512 (-9.9%) from 2012

Net Income

-$4,041

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$600K$400K$200K$0Assets 2010: $559,965Liabilities 2010: $0Net Assets 2010: $559,9652010Assets 2011: $557,390Liabilities 2011: $0Net Assets 2011: $557,3902011Assets 2012: $554,591Liabilities 2012: $0Net Assets 2012: $554,5912012Assets 2013: $550,647Liabilities 2013: $0Net Assets 2013: $550,6472013Assets 2014: $548,033Liabilities 2014: $0Net Assets 2014: $548,0332014Assets 2015: $542,385Liabilities 2015: $0Net Assets 2015: $542,3852015Assets 2016: $517,273Liabilities 2016: $0Net Assets 2016: $517,2732016Assets 2017: $529,934Liabilities 2017: $0Net Assets 2017: $529,9342017Assets 2018: $536,359Liabilities 2018: $0Net Assets 2018: $536,3592018Assets 2019: $590,035Liabilities 2019: $0Net Assets 2019: $590,0352019Assets 2020: $538,927Liabilities 2020: $0Net Assets 2020: $538,9272020Assets 2021: $568,292Liabilities 2021: $0Net Assets 2021: $568,2922021Assets 2022: $550,078Liabilities 2022: $7,366Net Assets 2022: $542,7122022Assets 2023: $535,737Liabilities 2023: $250Net Assets 2023: $535,4872023Assets 2024: $544,172Liabilities 2024: $3,876Net Assets 2024: $540,2962024

Highlighted filing

2013

Assets$550,647
Liabilities$0
Net Assets$550,647
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KExpenses 2010: $32,3012010Expenses 2011: $27,0462011Expenses 2012: $35,5932012Revenue 2013: $28,040Expenses 2013: $32,081Net Income 2013: -$4,0412013Revenue 2014: $35,503Expenses 2014: $37,816Net Income 2014: -$2,3132014Revenue 2015: $34,385Expenses 2015: $39,851Net Income 2015: -$5,4662015Revenue 2016: $10,369Expenses 2016: $35,681Net Income 2016: -$25,3122016Revenue 2017: $42,176Expenses 2017: $29,515Net Income 2017: $12,6612017Revenue 2018: $37,938Expenses 2018: $31,513Net Income 2018: $6,4252018Revenue 2019: $82,178Expenses 2019: $28,502Net Income 2019: $53,6762019Revenue 2020: -$13,947Expenses 2020: $37,646Net Income 2020: -$51,5932020Revenue 2021: $64,924Expenses 2021: $35,559Net Income 2021: $29,3652021Revenue 2022: $13,122Expenses 2022: $38,702Net Income 2022: -$25,5802022Revenue 2023: $27,367Expenses 2023: $34,592Net Income 2023: -$7,2252023Revenue 2024: $40,571Expenses 2024: $35,762Net Income 2024: $4,8092024

Highlighted filing

2013

Revenue$28,040
Expenses$32,081
Net Income-$4,041
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 8, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
SULANA CHAITTrustee-$0--
DEBORAH BACH KALLICKPresident-$0--
IVAN KALLICK ESQTrustee-$0--
ROBERT M BERNS MDSecretary-$0--
SPENCER KALLICKTrustee-$0--
Filing and Contact Details

Filer

EIN
34-6565430
Phone
3102920405

Signing Officer

Name
Deborah B Kallick
Title
President
Phone
3102920405
Signed
2014-05-08

Preparer

Preparer
Louis a Alvarez
Phone
8185013060
Raw XML AppendixShowing 400 of 687 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/Amt01500
AccountingFeesSchedule/AccountingFeesDetail/Amt125
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1LEGAL FEE
CompensationExplanation/CompensationExplanationGrp/PersonNm0SULANA CHAIT
CompensationExplanation/CompensationExplanationGrp/PersonNm1DEBORAH BACH KALLICK
CompensationExplanation/CompensationExplanationGrp/PersonNm2IVAN KALLICK ESQ
CompensationExplanation/CompensationExplanationGrp/PersonNm3ROBERT M BERNS MD
CompensationExplanation/CompensationExplanationGrp/PersonNm4SPENCER KALLICK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt025179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt225000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt311045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt423761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt523022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt76727
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt82836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt94778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt105857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt116834
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt121846
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt134383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt144701
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt154025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt164318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1749410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1869789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1918090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2023259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2122559
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2223886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2320072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt245106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt252010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt263069
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt274475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt286747
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt293351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt304145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3149802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3235798
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3323773
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt027175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16459
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt210090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt427761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt525190
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt79625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt84281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt96524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt107921
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1110049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt122501
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt136019
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt144701
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt154323
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt164345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1755915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1894196
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1922629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2022919
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2122371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2221050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2319904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt246282
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt252390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt263979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt274680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt288633
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt293704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt304249
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3182234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3233263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3323940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MERRILL LYNCH CAPITAL TR 6.45%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1IVY ASSET STRATEGY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2FANNIE MAE 8.25%PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3FANNIE MAE 8.25PFD MIXED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BARCLAYS BANK PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5HSBC FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ISHARES TRUST S&P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7JOHN HANCOCK PREFERRED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8VANGUARD VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9VANGUARD SMALL CAP GRWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10VANGUARD SMALL CAP VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11VANGUARD MID CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12VANGUARD GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13VANGUARD MSCI EMERGING MKT INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14VANGUARD MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15VANGUARD DIVID APPRECIATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16WISDOMTREE DREYFUS CHINESE YUAN FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17WISDOMTREE TR EM LCL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18EATON VANCE GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CALAMOS MARKET NEUTRAL INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MERGER FUND SBI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ISHARES GOLD TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BLACKROCK GLOBAL ALLOCATION FUND INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ALLIANZ NFJ INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24BLACKROCK EQUITY DIV FD A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25LEGG MASON CLEARBRIDGE AGGR GR FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26NEUBERGER BERMAN GENESIS FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27DOUBLELINE TOTAL RETURN FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28PIMCO TOTAL RETURN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29METLIFE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CITIGROUP CAP XVI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CREDIT SUISSE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ISHARES TRUST DJEPAC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ISHARES TRUST MSCI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34SPDR OIL & GAS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35KINETICS MULIT-DISCIPLINARY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MAINSTAY MARKETFIELD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37VANGUARD TOTAL STOCK MKT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38VANGUARD FTSE EUROPE EFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39MULTI-DISCIPLINARY ADVISOR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40CLEARBRIDGE AGGRESSIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ARES DYNAMIC CR STRATEGIES FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ISHARES US PFD STOCK ETF
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt015028
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt09402
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03338
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0CREDIT SUISSE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0272
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt028040
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt028040
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01525
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt09402
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt014030
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt014030
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt015028
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt015028
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-4041
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0100706
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03338
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03338
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt09402
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt023232
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0272
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0272
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04430
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04430
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0378
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0388
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt014030
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04808
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt032081
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt028040
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt028040
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04808
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt018051
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt011708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32009-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102010-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112010-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122010-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132010-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142010-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152012-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162009-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt127544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt326905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt42591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt52987
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt68527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt73809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt81956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt91975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt102950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt112721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt122087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt132456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt141973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt162447
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-44
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-2091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt63
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-44
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-2091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt63
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt127500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt333253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt53063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt66436
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt73812
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt103657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt133289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt142005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt162455
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/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0EATON VANCE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CITIGROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ISHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3JOHN HANCOCK PFD INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4VANGUARD FTSE EMERGING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5WISDOMTREE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ISHARES GOLD TR ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7EATON VANCE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8ISHARES MSCI ALL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ISHARES GOLD TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10VANGUARD DIVID
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11VANGUARD FTSE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12VANGUARD INDEX FDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13VAN GUARD INDEX FDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14WISDOMTREE CHINESE YUAN FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15ISHARES GOLD TR-RETURN OF CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16JOHN HANCOCK PRE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112013-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122013-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132013-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142013-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152013-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162013-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09402
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-2129
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4041
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt097
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0550647
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0554591
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0550647
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt028916
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt028916
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt028916
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt029381
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0465
IRS990PF/DistributableAmountGrp/TotalTaxAmt0465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0465
IRS990PF/FMVAssetsEOYAmt0619759
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0530457
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0525100
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0595035
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0832
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0823
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0554591
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0550647
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt023302
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt024724
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt024724
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0554591
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0550647
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0619759
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0554591
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0550647
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0554591
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0550647
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0596570
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt023949
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0572621
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08949
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt029381
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0587621
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0596570
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SULANA CHAIT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DEBORAH BACH KALLICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2IVAN KALLICK ESQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ROBERT M BERNS MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SPENCER KALLICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10248 ASHDALE PL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11248 ASHDALE PL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12248 ASHDALE PL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine134001 MT BLACKBURN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1411601 MONTANA AVE 7
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3SAN DIEGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City4LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode090049
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode190049
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode290049
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode392111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode490049
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt030372
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt030604
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt027304
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt020650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt029532
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt023171
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt028525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051687
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049694
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.038258

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$550,647
Liabilities
$0
Net assets
$550,647
Revenue
$28,040
Expenses
$32,081
Net income
-$4,041
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.44$0.04$5.40$0.41$0.36$0.05
2023Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.35$0.27$0.35$0.07
2022Detailed filing. Detailed filing data is available for this year.$5.50$0.07$5.43$0.13$0.39$0.26
2021Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.65$0.36$0.29
2020Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.14$0.38$0.52
2019Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.82$0.29$0.54
2018Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.38$0.32$0.06
2017Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.42$0.30$0.13
2016Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.10$0.36$0.25
2015Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.34$0.40$0.05
2014Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.36$0.38$0.02
2013Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.28$0.32$0.04
2012Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.36
2011Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$0.27
2010Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$0.32