Civic Intelligence

Shekels Charitable Foundation

990PF • Fiscal year 2022 • EIN 46-1614102

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

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

37th percentile

0.04x

Higher debt load relative to assets than 37% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

99th percentile

133%

Higher net margin than 99% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

8th percentile

-17%

Faster asset growth than 8% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$40,694,651

Down $8,467,720 (-17%) from 2021

Net Assets

Down

$39,023,264

Down $8,083,189 (-17%) from 2021

Liabilities

Down

$1,671,387

Down $384,531 (-19%) from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$6,059,296

Down $14,037,066 (-176%) from 2021

Expenses

Down

$2,023,893

Down $918,225 (-31%) from 2021

Net Income

Down

-$8,083,189

Down $13,118,841 (-261%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2022

Assets$40,694,651
Liabilities$1,671,387
Net Assets$39,023,264
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2022

Revenue-$6,059,296
Expenses$2,023,893
Net Income-$8,083,189
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLEN E SHAYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLE PURPOSE OF THE ORGANIZATIONN/ALOS ANGELES, CA, US$1,508,661
Paid Grant-CHARITABLE PURPOSE OF THE ORGANIZATIONN/ALOS ANGELES, CA, US$250,000
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
2023-11-15
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 495 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/DistributableAmountGrp/DistributableAsAdjustedAmt02067240
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02067240
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02067240
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02077819
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt010579
IRS990PF/DistributableAmountGrp/TotalTaxAmt010579
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt056308
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt066887
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt010579
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt056308
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt010579
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt010579
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt066887
IRS990PF/FMVAssetsEOYAmt040694651
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt029755
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt09567
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt030000
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt030000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01725228
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01686522
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01686522
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt026457750
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt021733271
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt021733271
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0524202
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0250000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt025286
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt024588
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt024588
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt019342947
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt015117570
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt015117570
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01501961
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01411820
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01887
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt056308
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt056308
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt047106453
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt039023264
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01031542
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01954888
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01954888
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt049162371
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt040694651
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt040694651
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02055918
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01671387
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt049162371
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt040694651
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt047106453
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt039023264
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0577731
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt091504
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt091504
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt042189219
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01380557
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt040808662
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0632838
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02077819
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt041556381
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt042189219
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0WHITTIER TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt087550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0ADMIN/PHILANTHROPIC SVCS
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/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02110413
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02110413
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 COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum06264415188
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ALLEN E SHAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01508661
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1250000
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/RecipientPersonNm1MULTI-YEAR 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/TotalGrantOrContriPdDurYrAmt01758661
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/AppliedToCurrentYearAmt02067240
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02067240
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0525459
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0139014
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0707646
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt043173
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0525459
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0139014
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02110413
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt043173
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0707646
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0664473
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ALLEN E SHAY
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1ALLEN E SHAY
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2ALLEN E SHAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0888 S FIGUEROA STREET 2150
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1888 S FIGUEROA STREET 2150
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2888 S FIGUEROA STREET 2150
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LOS ANGELES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1LOS ANGELES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2LOS ANGELES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd090017
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd190017
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd290017
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0800000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt11277550
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt2340910
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum13
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01277550
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1340910
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01,910 SHARES OF APPLIED MATERIALS INC (AMAT)1,299 SHARES OF MARATHON OIL CORP (MRO)1,258 SHARES OF E
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1306 SHARES OF QUANTA SERVICES INC (PWR)260 SHARES OF KLA CORP (KLAC)170 SHARES OF O'REILLY AUTOMOTIV
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02022-12-21
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12022-12-21
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt025286
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt024588
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt024588

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,694,651
Liabilities
$1,671,387
Net assets
$39,023,264
Revenue
-$6,059,296
Expenses
$2,023,893
Net income
-$8,083,189
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