Civic Intelligence

Shekels Charitable Foundation

990PF • Fiscal year 2023 • EIN 46-1614102

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

32nd percentile

0.03x

Higher debt load relative to assets than 32% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

34th percentile

0.14x

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

2023 filings • $50M-$100M nonprofits • Source year 2023

Net Margin

95th percentile

81%

Higher net margin than 95% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2023 filings • $50M-$100M nonprofits • Source year 2023

Asset Growth

85th percentile

23%

Faster asset growth than 85% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$50,155,056

Up $9,460,405 (+23%) from 2022

Net Assets

Up

$48,499,421

Up $9,476,157 (+24%) from 2022

Liabilities

Down

$1,655,635

Down $15,752 (-0.9%) from 2022

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin95th percentile

Revenue

Up

$11,752,144

Up $17,811,440 (+294%) from 2022

Expenses

Up

$2,275,987

Up $252,094 (+12%) from 2022

Net Income

Up

$9,476,157

Up $17,559,346 (+217%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2023

Assets$50,155,056
Liabilities$1,655,635
Net Assets$48,499,421
Open 2023 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

2023

Revenue$11,752,144
Expenses$2,275,987
Net Income$9,476,157
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay16th 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
2024-11-15
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 435 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/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01954888
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02980365
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02980365
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt040694651
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt050155056
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt050155056
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01671387
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01655635
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt040694651
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt050155056
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt039023264
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt048499421
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt091504
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt075998
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt075998
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt044517453
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02629297
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt041888156
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0667762
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02192485
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt043849691
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt044517453
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0WHITTIER TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt087550
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0PASADENA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd091105
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/ExpensesAndContributionsAmt01744550
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01744550
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/AddressLine1Txt0177 E COLORADO BLVD SUITE 800
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PASADENA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091105
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WHITTIER TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum06264415111
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ALLEN E SHAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01664500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt129346
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 SCHED
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/TotalGrantOrContriPdDurYrAmt01693846
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/AppliedToCurrentYearAmt01744550
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02146230
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0401680
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt043173
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0525459
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0139014
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0401680
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0305966
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt043173
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0262793
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01744550
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0305966
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0707646
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt024588
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt026123
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt026123
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/Desc6BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0183724
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt19547
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt217022
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt41610
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt525
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0183724
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19547
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt217022
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt34
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51610
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt625
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02375
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1206
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2-19488
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UNREALIZED GAIN
OtherIncomeSchedule2/OtherIncomeDetail/Desc1NONDIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/Desc2SECTION 1231 GAIN
OtherIncomeSchedule2/OtherIncomeDetail/Desc3OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc4PASSTROUGH INCOME/LOSS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02375
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1206
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-19488
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05645126
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt154451
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt22375
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3206
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4-19488
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt099169
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt11312651
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FEDERAL EXCISE TAXES - DEFERRED
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1UBS PREMIER CREDIT LINE - 5V I9373
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0222098
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt11395833
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt087550
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13017
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADMINISTRATION FEE - WHITTIER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ADMINISTRATION FEE - SUPERIOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt080050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt13017
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ALLEN E SHAY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0888 S FIGUEROA STREET 2150
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0LOS ANGELES
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd090017

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,155,056
Liabilities
$1,655,635
Net assets
$48,499,421
Revenue
$11,752,144
Expenses
$2,275,987
Net income
$9,476,157
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