Civic Intelligence

Shekels Charitable Foundation

990PF • Fiscal year 2020 • EIN 46-1614102

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 08, 2021

Organization Profile
888 S Figueroa Street 2150Los Angeles, CA 90017

(213) 228-8121

Siviq Scores

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

Liabilities / Assets

34th percentile

0.04x

Higher debt load relative to assets than 34% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

36th percentile

0.13x

Higher debt load relative to revenue than 36% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

94th percentile

78%

Higher net margin than 94% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

84th percentile

27%

Faster asset growth than 84% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

77th percentile

19%

Faster revenue growth than 77% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$43,599,712

Up $9,262,007 (+27%) from 2019

Net Assets

Up

$42,070,801

Up $9,084,099 (+28%) from 2019

Liabilities

Up

$1,528,911

Up $177,908 (+13%) from 2019

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin94th percentile

Revenue

Up

$11,663,590

Up $1,853,218 (+19%) from 2019

Expenses

Up

$2,579,491

Up $643,584 (+33%) from 2019

Net Income

Up

$9,084,099

Up $1,209,634 (+15%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$60M$40M$20M$0Assets 2013: $16,171,956Liabilities 2013: $02013Assets 2014: $19,366,481Liabilities 2014: $49,142Net Assets 2014: $19,317,3392014Assets 2015: $18,783,807Liabilities 2015: $17,310Net Assets 2015: $18,766,4972015Assets 2016: $19,387,628Liabilities 2016: $45,929Net Assets 2016: $19,341,6992016Assets 2017: $26,459,877Liabilities 2017: $382,263Net Assets 2017: $26,077,6142017Assets 2018: $25,786,546Liabilities 2018: $674,309Net Assets 2018: $25,112,2372018Assets 2019: $34,337,705Liabilities 2019: $1,351,003Net Assets 2019: $32,986,7022019Assets 2020: $43,599,712Liabilities 2020: $1,528,911Net Assets 2020: $42,070,8012020Assets 2021: $49,162,371Liabilities 2021: $2,055,918Net Assets 2021: $47,106,4532021Assets 2022: $40,694,651Liabilities 2022: $1,671,387Net Assets 2022: $39,023,2642022Assets 2023: $50,155,056Liabilities 2023: $1,655,635Net Assets 2023: $48,499,4212023Assets 2024: $59,057,115Liabilities 2024: $2,921,955Net Assets 2024: $56,135,1602024

Highlighted filing

2020

Assets$43,599,712
Liabilities$1,528,911
Net Assets$42,070,801
Open 2020 Filing

Operations Trend

Revenue Growth77th percentile

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

$20M$10M$0-$10MRevenue 2013: $15,258,219Expenses 2013: $86,730Net Income 2013: $15,171,4892013Revenue 2014: $2,289,086Expenses 2014: $436,233Net Income 2014: $1,852,8532014Revenue 2015: $1,102,538Expenses 2015: $805,756Net Income 2015: $296,7822015Revenue 2016: $3,576,041Expenses 2016: $3,000,840Net Income 2016: $575,2012016Revenue 2017: $7,471,717Expenses 2017: $735,802Net Income 2017: $6,735,9152017Revenue 2018: $518,260Expenses 2018: $1,483,637Net Income 2018: -$965,3772018Revenue 2019: $9,810,372Expenses 2019: $1,935,907Net Income 2019: $7,874,4652019Revenue 2020: $11,663,590Expenses 2020: $2,579,491Net Income 2020: $9,084,0992020Revenue 2021: $7,977,770Expenses 2021: $2,942,118Net Income 2021: $5,035,6522021Revenue 2022: -$6,059,296Expenses 2022: $2,023,893Net Income 2022: -$8,083,1892022Revenue 2023: $11,752,144Expenses 2023: $2,275,987Net Income 2023: $9,476,1572023Revenue 2024: $4,876,179Expenses 2024: $3,794,963Net Income 2024: $1,081,2162024

Highlighted filing

2020

Revenue$11,663,590
Expenses$2,579,491
Net Income$9,084,099
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 8, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLEN E SHAYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Shekels Charitable Foundation
EIN
46-1614102
Phone
2132288121
Address
888 S FIGUEROA STREET 2150, LOS ANGELES, CA 90017

Signing Officer

Name
Allen E Shay
Title
Trustee
Signed
2021-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Friedman Minsk Cole & Fastovsky
Address
10940 WILSHIRE BLVD STE 600, LOS ANGELES, CA 90024
Preparer
James P Fastovsky
Phone
3105532606
Raw XML AppendixShowing 400 of 464 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ALPHAKEYS EUROPEAN REAL ESTATE OPPORT.
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01627985
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01681504
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt053519
IRS990PF/DistributableAmountGrp/TotalTaxAmt053519
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0432
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt083
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt044034
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt010000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt053519
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0432
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt053519
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt053519
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt054034
IRS990PF/FMVAssetsEOYAmt043599712
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt07083
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01338619
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01642281
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01642281
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt016074035
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt022936646
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt022936646
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt049945
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt065624
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt022536
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt022536
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt013751279
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt016147268
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt016147268
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01343920
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01478966
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt032986702
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt042070801
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02864700
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02437772
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02437772
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt034337705
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt043599712
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt043599712
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01351003
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01528911
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt034337705
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt043599712
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt032986702
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt042070801
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0243448
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0413209
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0413209
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt034142214
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01804000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt032338214
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0512133
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01681504
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt033630081
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt034142214
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0WHITTIER TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt077916
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0ADMINISTRATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0625 FAIR OAKS AVE SUITE 360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SOUTH PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd091030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALLEN E SHAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0888 S FIGUEROA STREET 2150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090017
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02127445
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02127445
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02127445
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0625 FAIR OAKS AVE SUITE 360
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SOUTH PASADENA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091030
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WHITTIER TRUST
IRS990PF/StatementsRegardingActyGrp/PhoneNum06264415188
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ALLEN E SHAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02077500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt149945
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE PURPOSE OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE PURPOSE OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CHARITABLE ORG-SEE ATTACHED SCHEDUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1PLEDGED GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0888 SOUTH FIGUEROA ST 2150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1888 SOUTH FIGUEROA ST 2150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02127445
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/AppliedToCurrentYearAmt01627985
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01627985
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0139014
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0319391
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0957865
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0499460
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0139014
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0319391
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02127445
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0499460
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0957865
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0458405
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ALLEN E SHAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0888 S FIGUEROA STREET 2150
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LOS ANGELES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd090017
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt04521120
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt03021120
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc024,000 APPLE INC COMMON STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-12-21
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt021591
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt022536
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt022536
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES FROM PASSTHROUGH
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FOREIGN INCOME TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3NON-DEDUCTIBLE EXPENSES FROM PASSTROUGH
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MEMBERSHIP EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6BUSINESS MEETINGS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7PENALTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0143312
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt19219
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt215114
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt44615
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5249
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0143312
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19219
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt215114
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt332
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt54615
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6249
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt782
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt03665
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-14183
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/Desc1SECTION 1231 GAIN

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$43,599,712
Liabilities
$1,528,911
Net assets
$42,070,801
Revenue
$11,663,590
Expenses
$2,579,491
Net income
$9,084,099
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$59.1$2.92$56.1$4.88$3.79$1.08
2023Detailed filing. Detailed filing data is available for this year.$50.2$1.66$48.5$11.8$2.28$9.48
2022Detailed filing. Detailed filing data is available for this year.$40.7$1.67$39.0$6.06$2.02$8.08
2021Detailed filing. Detailed filing data is available for this year.$49.2$2.06$47.1$7.98$2.94$5.04
2020Detailed filing. Detailed filing data is available for this year.$43.6$1.53$42.1$11.7$2.58$9.08
2019Detailed filing. Detailed filing data is available for this year.$34.3$1.35$33.0$9.81$1.94$7.87
2018Detailed filing. Detailed filing data is available for this year.$25.8$0.67$25.1$0.52$1.48$0.97
2017Detailed filing. Detailed filing data is available for this year.$26.5$0.38$26.1$7.47$0.74$6.74
2016Detailed filing. Detailed filing data is available for this year.$19.4$0.05$19.3$3.58$3.00$0.58
2015Detailed filing. Detailed filing data is available for this year.$18.8$0.02$18.8$1.10$0.81$0.30
2014Detailed filing. Detailed filing data is available for this year.$19.4$0.05$19.3$2.29$0.44$1.85
2013Summary only. Only limited summary data is available for this year.$16.2$0.00$15.3$0.09$15.2